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 | $31,599 | $87,870-64.0% | $113,168-72.1% | $74,304-57.5% |
| Participation rate | 66.1% | 70.7%-4.7pp | 76.6%-10.5pp | 60.3%+5.7pp |
| Annual return | 12.78% | 26.44%-13.7pp | 24.27%-11.5pp | 29.43%-16.6pp |
| Employer contribution / active EE | $1,195 | $2,277-47.5% | $2,975-59.8% | $2,241-46.7% |
| Participant deferral / active EE | $1,887 | $4,241-55.5% | $5,107-63.0% | $3,767-49.9% |
| Admin fee / account holder | $1,535 | $3,368-54.4% | $12,068-87.3% | $2,969-48.3% |