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 | $14,883 | $86,929-82.9% | $102,423-85.5% | $80,856-81.6% |
| Participation rate | 11.4% | 72.4%-61.0pp | 76.5%-65.1pp | 67.6%-56.3pp |
| Annual return | 5.97% | 18.88%-12.9pp | 29.32%-23.4pp | 35.59%-29.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $105 | $4,118-97.4% | $5,053-97.9% | $4,296-97.6% |
| Admin fee / account holder | $6,362 | $8,049-21.0% | $9,451-32.7% | $6,918-8.0% |