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 | $11,889 | $70,475-83.1% | $100,516-88.2% | $79,858-85.1% |
| Participation rate | 51.3% | 73.7%-22.4pp | 79.4%-28.1pp | 69.6%-18.4pp |
| Annual return | 6.62% | 21.90%-15.3pp | 30.89%-24.3pp | 31.71%-25.1pp |
| Employer contribution / active EE | $774 | $2,165-64.2% | $3,418-77.3% | $2,471-68.7% |
| Participant deferral / active EE | $1,008 | $5,181-80.5% | $6,270-83.9% | $3,740-73.0% |
| Admin fee / account holder | $6,407 | $4,478+43.1% | $8,081-20.7% | $5,306+20.7% |