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 6-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 | $14,491 | $80,968-82.1% | $96,544-85.0% | $75,163-80.7% |
| Participation rate | 47.4% | 71.8%-24.4pp | 76.0%-28.6pp | 67.2%-19.8pp |
| Annual return | 12.58% | 27.06%-14.5pp | 25.84%-13.3pp | 160.62%-148.0pp |
| Employer contribution / active EE | $1,148 | $2,282-49.7% | $2,965-61.3% | $2,670-57.0% |
| Participant deferral / active EE | $1,532 | $3,928-61.0% | $4,851-68.4% | $4,125-62.9% |
| Admin fee / account holder | $3,534 | $6,724-47.4% | $8,252-57.2% | $5,651-37.5% |