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 7-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 | $17,689 | $192,717-90.8% | $142,449-87.6% | $139,434-87.3% |
| Participation rate | 66.7% | 81.5%-14.8pp | 76.8%-10.1pp | 80.3%-13.7pp |
| Annual return | 6.10% | 17.99%-11.9pp | 19.99%-13.9pp | 372.94%-366.8pp |
| Employer contribution / active EE | $1,774 | $5,806-69.4% | $4,847-63.4% | $4,751-62.7% |
| Participant deferral / active EE | $1,817 | $7,208-74.8% | $6,283-71.1% | $6,710-72.9% |
| Admin fee / account holder | $31,475 | $15,124+108.1% | $10,011+214.4% | $11,403+176.0% |