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 | $44,691 | $148,978-70.0% | $200,582-77.7% | $84,808-47.3% |
| Participation rate | 55.2% | 84.2%-29.1pp | 86.9%-31.7pp | 68.3%-13.1pp |
| Annual return | 11.36% | 28.16%-16.8pp | 42.33%-31.0pp | 40.90%-29.5pp |
| Employer contribution / active EE | $1,682 | $4,815-65.1% | $6,419-73.8% | $2,631-36.1% |
| Participant deferral / active EE | $1,974 | $7,142-72.4% | $9,331-78.8% | $4,212-53.1% |
| Admin fee / account holder | $4,544 | $13,977-67.5% | $16,305-72.1% | $7,344-38.1% |