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 8-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 | $3,886 | $81,248-95.2% | $155,509-97.5% | $80,856-95.2% |
| Participation rate | 66.7% | 66.2%+0.4pp | 78.2%-11.5pp | 67.6%-1.0pp |
| Annual return | 4.42% | 33.31%-28.9pp | 64.67%-60.2pp | 35.59%-31.2pp |
| Employer contribution / active EE | $1,111 | $3,100-64.2% | $4,672-76.2% | $2,755-59.7% |
| Participant deferral / active EE | $252 | $3,452-92.7% | $5,626-95.5% | $4,296-94.1% |
| Admin fee / account holder | $358 | $7,997-95.5% | $15,912-97.8% | $6,918-94.8% |