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 4-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 | $12,961 | $94,625-86.3% | $116,228-88.8% | $84,808-84.7% |
| Participation rate | 27.6% | 70.4%-42.9pp | 74.6%-47.0pp | 68.3%-40.7pp |
| Annual return | 6.84% | 20.40%-13.6pp | 90.06%-83.2pp | 40.90%-34.1pp |
| Employer contribution / active EE | $884 | $2,347-62.3% | $2,994-70.5% | $2,631-66.4% |
| Participant deferral / active EE | $1,429 | $3,972-64.0% | $4,953-71.1% | $4,212-66.1% |
| Admin fee / account holder | $12,562 | $10,091+24.5% | $11,989+4.8% | $7,344+71.1% |