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 | $3,049 | $71,829-95.8% | $69,780-95.6% | $142,382-97.9% |
| Participation rate | 11.1% | 81.6%-70.4pp | 79.3%-68.2pp | 80.1%-69.0pp |
| Annual return | 10.54% | 31.01%-20.5pp | 26.31%-15.8pp | 217.08%-206.5pp |
| Employer contribution / active EE | $276 | $4,385-93.7% | $4,168-93.4% | $4,299-93.6% |
| Participant deferral / active EE | $424 | $6,819-93.8% | $6,164-93.1% | $6,507-93.5% |
| Admin fee / account holder | $35,009 | $7,818+347.8% | $7,285+380.6% | $12,624+177.3% |