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 6-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 | $6,348 | $48,795-87.0% | $65,493-90.3% | $84,808-92.5% |
| Participation rate | 45.7% | 67.0%-21.2pp | 73.1%-27.3pp | 68.3%-22.6pp |
| Annual return | 3.66% | 20.20%-16.5pp | 982.45%-978.8pp | 40.90%-37.2pp |
| Employer contribution / active EE | $471 | $1,930-75.6% | $2,574-81.7% | $2,631-82.1% |
| Participant deferral / active EE | $735 | $2,928-74.9% | $3,961-81.4% | $4,212-82.5% |
| Admin fee / account holder | $3,224 | $3,877-16.9% | $5,028-35.9% | $7,344-56.1% |