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 | $12,450 | $72,277-82.8% | $101,248-87.7% | $79,858-84.4% |
| Participation rate | 24.2% | 68.5%-44.2pp | 75.8%-51.6pp | 69.6%-45.4pp |
| Annual return | 8.43% | 22.30%-13.9pp | 46.47%-38.0pp | 31.71%-23.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,338 | $3,282-59.2% | $4,370-69.4% | $3,740-64.2% |
| Admin fee / account holder | $4,421 | $4,400+0.5% | $5,945-25.6% | $5,306-16.7% |