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 | $10,312 | $61,660-83.3% | $80,019-87.1% | $64,186-83.9% |
| Participation rate | 67.9% | 71.7%-3.8pp | 75.8%-7.9pp | 69.6%-1.7pp |
| Annual return | -8.03% | -0.33%-7.7pp | 11.22%-19.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $723 | $1,810-60.0% | $2,468-70.7% | $2,381-69.6% |
| Participant deferral / active EE | $1,158 | $2,968-61.0% | $3,686-68.6% | $3,470-66.6% |
| Admin fee / account holder | $797 | $5,417-85.3% | $6,521-87.8% | $4,888-83.7% |