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 | $8,827 | $148,534-94.1% | $135,903-93.5% | $139,434-93.7% |
| Participation rate | 28.6% | 83.9%-55.3pp | 81.9%-53.3pp | 80.3%-51.7pp |
| Annual return | 10.60% | 79.19%-68.6pp | 68.23%-57.6pp | 372.94%-362.3pp |
| Employer contribution / active EE | $2,169 | $5,243-58.6% | $4,856-55.3% | $4,751-54.3% |
| Participant deferral / active EE | $2,246 | $8,100-72.3% | $7,758-71.0% | $6,710-66.5% |
| Admin fee / account holder | $8,624 | $12,400-30.5% | $10,762-19.9% | $11,403-24.4% |