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 10-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 | $6,306 | $37,426-83.2% | $77,482-91.9% | $79,858-92.1% |
| Participation rate | 20.0% | 41.5%-21.5pp | 54.2%-34.2pp | 69.6%-49.6pp |
| Annual return | 7.91% | 39.70%-31.8pp | 54.79%-46.9pp | 31.71%-23.8pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $140 | $1,260-88.9% | $1,861-92.5% | $3,740-96.3% |
| Admin fee / account holder | $4,776 | $2,504+90.7% | $2,858+67.1% | $5,306-10.0% |