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 4-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 | $19,440 | $88,083-77.9% | $164,813-88.2% | $74,495-73.9% |
| Participation rate | 48.4% | 73.0%-24.6pp | 78.6%-30.2pp | 67.2%-18.8pp |
| Annual return | 10.82% | 17.26%-6.4pp | 69.93%-59.1pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $804 | $2,593-69.0% | $4,341-81.5% | $2,623-69.3% |
| Participant deferral / active EE | $1,665 | $4,498-63.0% | $6,031-72.4% | $4,346-61.7% |
| Admin fee / account holder | $4,528 | $2,234+102.7% | $12,690-64.3% | $1,942+133.2% |