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 | $15,666 | $109,881-85.7% | $150,045-89.6% | $84,808-81.5% |
| Participation rate | 44.8% | 76.1%-31.3pp | 82.3%-37.5pp | 68.3%-23.5pp |
| Annual return | 12.11% | 28.25%-16.1pp | 62.55%-50.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,842 | $3,561-48.3% | $4,693-60.8% | $2,631-30.0% |
| Participant deferral / active EE | $2,220 | $6,636-66.5% | $7,997-72.2% | $4,212-47.3% |
| Admin fee / account holder | $2,816 | $8,568-67.1% | $13,435-79.0% | $7,344-61.7% |