See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,226 | $68,547-82.2% | $120,354-89.8% | $80,856-84.9% |
| Participation rate | 68.1% | 61.6%+6.5pp | 71.9%-3.8pp | 67.6%+0.4pp |
| Annual return | 10.12% | 23.60%-13.5pp | 107.15%-97.0pp | 35.59%-25.5pp |
| Employer contribution / active EE | $641 | $2,051-68.7% | $3,463-81.5% | $2,755-76.7% |
| Participant deferral / active EE | $840 | $3,173-73.5% | $4,991-83.2% | $4,296-80.4% |
| Admin fee / account holder | $1,516 | $5,732-73.5% | $9,423-83.9% | $6,918-78.1% |