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 | $12,497 | $49,227-74.6% | $70,449-82.3% | $79,858-84.4% |
| Participation rate | 51.9% | 69.2%-17.2pp | 75.1%-23.1pp | 69.6%-17.7pp |
| Annual return | 3.57% | 30.06%-26.5pp | 109.03%-105.5pp | 31.71%-28.1pp |
| Employer contribution / active EE | $760 | $2,099-63.8% | $2,737-72.2% | $2,471-69.2% |
| Participant deferral / active EE | $114 | $2,768-95.9% | $3,709-96.9% | $3,740-96.9% |
| Admin fee / account holder | $1,382 | $2,878-52.0% | $3,845-64.1% | $5,306-74.0% |