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 5-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 | $28,096 | $101,724-72.4% | $164,813-83.0% | $80,856-65.3% |
| Participation rate | 34.8% | 71.8%-37.0pp | 78.6%-43.8pp | 67.6%-32.9pp |
| Annual return | 8.95% | 16.72%-7.8pp | 69.93%-61.0pp | 35.59%-26.6pp |
| Employer contribution / active EE | $916 | $2,953-69.0% | $4,341-78.9% | $2,755-66.8% |
| Participant deferral / active EE | $1,482 | $4,477-66.9% | $6,031-75.4% | $4,296-65.5% |
| Admin fee / account holder | $4,590 | $8,227-44.2% | $12,690-63.8% | $6,918-33.7% |