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 | $21,880 | $91,552-76.1% | $133,956-83.7% | $79,858-72.6% |
| Participation rate | 40.5% | 73.3%-32.8pp | 79.8%-39.3pp | 69.6%-29.1pp |
| Annual return | 6.93% | 61.85%-54.9pp | 45.09%-38.2pp | 31.71%-24.8pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,499 | $3,733-59.8% | $5,048-70.3% | $3,740-59.9% |
| Admin fee / account holder | $9,661 | $6,321+52.8% | $8,927+8.2% | $5,306+82.1% |