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 9-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 | $8,844 | $80,968-89.1% | $96,544-90.8% | $75,163-88.2% |
| Participation rate | 58.6% | 71.8%-13.2pp | 76.0%-17.4pp | 67.2%-8.6pp |
| Annual return | 9.15% | 27.06%-17.9pp | 25.84%-16.7pp | 160.62%-151.5pp |
| Employer contribution / active EE | $1,500 | $2,282-34.3% | $2,965-49.4% | $2,670-43.8% |
| Participant deferral / active EE | $1,244 | $3,928-68.3% | $4,851-74.4% | $4,125-69.8% |
| Admin fee / account holder | $52,652 | $6,724+683.0% | $8,252+538.0% | $5,651+831.7% |