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 7-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 | $17,095 | $73,933-76.9% | $96,683-82.3% | $75,163-77.3% |
| Participation rate | 40.7% | 66.4%-25.7pp | 74.3%-33.7pp | 67.2%-26.5pp |
| Annual return | 9.63% | 26.70%-17.1pp | 35.69%-26.1pp | 160.62%-151.0pp |
| Employer contribution / active EE | $739 | $2,928-74.8% | $3,737-80.2% | $2,670-72.3% |
| Participant deferral / active EE | $1,443 | $3,659-60.6% | $4,878-70.4% | $4,125-65.0% |
| Admin fee / account holder | $1,291 | $5,216-75.3% | $6,730-80.8% | $5,651-77.2% |