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 3-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 | $9,271 | $44,960-79.4% | $84,966-89.1% | $74,495-87.6% |
| Participation rate | 19.9% | 49.4%-29.5pp | 67.5%-47.6pp | 67.2%-47.3pp |
| Annual return | 9.53% | 26.24%-16.7pp | 66.38%-56.8pp | 1364.94%-1355.4pp |
| Employer contribution / active EE | $649 | $1,457-55.5% | $2,727-76.2% | $2,623-75.3% |
| Participant deferral / active EE | $426 | $2,731-84.4% | $4,519-90.6% | $4,346-90.2% |
| Admin fee / account holder | $3,578 | $2,209+62.0% | $6,149-41.8% | $1,942+84.3% |