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 | $26,184 | $95,803-72.7% | $113,168-76.9% | $84,808-69.1% |
| Participation rate | 41.3% | 72.9%-31.6pp | 76.6%-35.3pp | 68.3%-27.0pp |
| Annual return | 9.93% | 25.00%-15.1pp | 24.27%-14.3pp | 40.90%-31.0pp |
| Employer contribution / active EE | $854 | $2,360-63.8% | $2,975-71.3% | $2,631-67.5% |
| Participant deferral / active EE | $1,646 | $4,242-61.2% | $5,107-67.8% | $4,212-60.9% |
| Admin fee / account holder | $2,468 | $8,989-72.5% | $12,068-79.6% | $7,344-66.4% |