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 5-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 | $26,772 | $79,171-66.2% | $102,423-73.9% | $74,495-64.1% |
| Participation rate | 59.0% | 74.8%-15.8pp | 76.5%-17.5pp | 67.2%-8.2pp |
| Annual return | 10.20% | 54.93%-44.7pp | 29.32%-19.1pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $1,022 | $2,362-56.8% | $3,023-66.2% | $2,623-61.1% |
| Participant deferral / active EE | $1,558 | $4,415-64.7% | $5,053-69.2% | $4,346-64.1% |
| Admin fee / account holder | $3,236 | $2,001+61.7% | $9,451-65.8% | $1,942+66.6% |