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 | $21,134 | $81,460-74.1% | $103,333-79.5% | $80,856-73.9% |
| Participation rate | 66.7% | 66.8%-0.2pp | 74.5%-7.8pp | 67.6%-1.0pp |
| Annual return | 8.67% | 25.55%-16.9pp | 24.88%-16.2pp | 35.59%-26.9pp |
| Employer contribution / active EE | $4,998 | $3,105+61.0% | $3,868+29.2% | $2,755+81.4% |
| Participant deferral / active EE | $495 | $3,869-87.2% | $5,057-90.2% | $4,296-88.5% |
| Admin fee / account holder | $3,639 | $6,566-44.6% | $8,355-56.4% | $6,918-47.4% |