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 | $23,710 | $87,870-73.0% | $113,168-79.0% | $74,304-68.1% |
| Participation rate | 25.7% | 70.7%-45.0pp | 76.6%-50.8pp | 60.3%-34.6pp |
| Annual return | 11.54% | 26.44%-14.9pp | 24.27%-12.7pp | 29.43%-17.9pp |
| Employer contribution / active EE | $707 | $2,277-69.0% | $2,975-76.2% | $2,241-68.5% |
| Participant deferral / active EE | $1,249 | $4,241-70.5% | $5,107-75.5% | $3,767-66.8% |
| Admin fee / account holder | $8,992 | $3,368+167.0% | $12,068-25.5% | $2,969+202.9% |