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 | $21,067 | $89,753-76.5% | $107,525-80.4% | $84,808-75.2% |
| Participation rate | 62.2% | 68.1%-5.9pp | 75.1%-12.9pp | 68.3%-6.1pp |
| Annual return | 12.76% | 29.48%-16.7pp | 181.32%-168.6pp | 40.90%-28.1pp |
| Employer contribution / active EE | $4,482 | $3,113+44.0% | $3,754+19.4% | $2,631+70.4% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,642 | $7,222-77.3% | $8,919-81.6% | $7,344-77.6% |