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 8-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 | $6,615 | $62,573-89.4% | $85,682-92.3% | $85,850-92.3% |
| Participation rate | 18.5% | 61.1%-42.6pp | 69.9%-51.3pp | 69.3%-50.8pp |
| Annual return | 10.14% | 23.77%-13.6pp | 21.49%-11.3pp | 318.53%-308.4pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $235 | $2,802-91.6% | $3,923-94.0% | $3,952-94.1% |
| Admin fee / account holder | $1,725 | $4,640-62.8% | $6,873-74.9% | $6,260-72.4% |