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 | $13,134 | $59,263-77.8% | $96,562-86.4% | $79,386-83.5% |
| Participation rate | 26.7% | 61.9%-35.2pp | 69.8%-43.1pp | 70.7%-44.0pp |
| Annual return | 11.26% | 27.07%-15.8pp | 37.78%-26.5pp | 116.85%-105.6pp |
| Employer contribution / active EE | $449 | $1,216-63.0% | $2,356-80.9% | $2,427-81.5% |
| Participant deferral / active EE | $1,076 | $2,948-63.5% | $3,849-72.1% | $4,046-73.4% |
| Admin fee / account holder | $673 | $658+2.3% | $6,181-89.1% | $626+7.5% |