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 | $6,351 | $57,541-89.0% | $95,745-93.4% | $75,163-91.6% |
| Participation rate | 42.9% | 62.5%-19.7pp | 72.3%-29.4pp | 67.2%-24.3pp |
| Annual return | 10.84% | 34.93%-24.1pp | 28.35%-17.5pp | 160.62%-149.8pp |
| Employer contribution / active EE | $424 | $1,808-76.6% | $2,835-85.1% | $2,670-84.1% |
| Participant deferral / active EE | $604 | $3,074-80.3% | $4,245-85.8% | $4,125-85.3% |
| Admin fee / account holder | $2,310 | $4,099-43.6% | $5,678-59.3% | $5,651-59.1% |