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 | $5,572 | $63,355-91.2% | $91,989-93.9% | $72,985-92.4% |
| Participation rate | 27.0% | 72.5%-45.5pp | 78.6%-51.6pp | 69.5%-42.5pp |
| Annual return | 15.90% | 35.35%-19.4pp | 69.02%-53.1pp | 81.00%-65.1pp |
| Employer contribution / active EE | $425 | $2,116-79.9% | $3,452-87.7% | $2,440-82.6% |
| Participant deferral / active EE | $815 | $4,883-83.3% | $5,923-86.2% | $3,607-77.4% |
| Admin fee / account holder | $4,188 | $4,668-10.3% | $7,743-45.9% | $5,124-18.3% |