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 | $16,230 | $80,724-79.9% | $103,333-84.3% | $74,495-78.2% |
| Participation rate | 9.9% | 65.7%-55.8pp | 74.5%-64.6pp | 67.2%-57.3pp |
| Annual return | 1.76% | 27.56%-25.8pp | 24.88%-23.1pp | 1364.94%-1363.2pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $620 | $3,860-83.9% | $5,057-87.7% | $4,346-85.7% |
| Admin fee / account holder | $3,625 | $2,368+53.1% | $8,355-56.6% | $1,942+86.7% |