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 6-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 | $7,706 | $46,553-83.4% | $64,056-88.0% | $75,163-89.7% |
| Participation rate | 49.1% | 65.9%-16.8pp | 72.3%-23.2pp | 67.2%-18.1pp |
| Annual return | -3.37% | 26.03%-29.4pp | 33.69%-37.1pp | 160.62%-164.0pp |
| Employer contribution / active EE | $740 | $1,974-62.5% | $2,747-73.1% | $2,670-72.3% |
| Participant deferral / active EE | $753 | $2,837-73.4% | $3,880-80.6% | $4,125-81.7% |
| Admin fee / account holder | $1,245 | $2,952-57.8% | $3,068-59.4% | $5,651-78.0% |