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 8-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 | $18,914 | $123,793-84.7% | $177,821-89.4% | $79,858-76.3% |
| Participation rate | 52.0% | 84.7%-32.7pp | 87.7%-35.7pp | 69.6%-17.6pp |
| Annual return | 8.55% | 22.82%-14.3pp | 48.32%-39.8pp | 31.71%-23.2pp |
| Employer contribution / active EE | $1,488 | $4,095-63.7% | $5,918-74.9% | $2,471-39.8% |
| Participant deferral / active EE | $1,853 | $5,956-68.9% | $7,714-76.0% | $3,740-50.5% |
| Admin fee / account holder | $6,255 | $7,243-13.6% | $12,427-49.7% | $5,306+17.9% |