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 10-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 | $6,585 | $96,557-93.2% | $80,975-91.9% | $273,961-97.6% |
| Participation rate | 50.0% | 79.1%-29.1pp | 75.8%-25.8pp | 83.0%-33.0pp |
| Annual return | 2.66% | 15.14%-12.5pp | 17.10%-14.4pp | 41.45%-38.8pp |
| Employer contribution / active EE | $577 | $4,868-88.1% | $3,714-84.5% | $4,869-88.1% |
| Participant deferral / active EE | $1,006 | $6,598-84.8% | $5,696-82.3% | $5,287-81.0% |
| Admin fee / account holder | $1,685 | $7,492-77.5% | $5,516-69.5% | $10,132-83.4% |