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 | $4,319 | $117,841-96.3% | $102,423-95.8% | $145,922-97.0% |
| Participation rate | 37.5% | 78.6%-41.1pp | 76.5%-39.0pp | 80.3%-42.8pp |
| Annual return | 8.49% | 31.65%-23.2pp | 29.32%-20.8pp | 561.29%-552.8pp |
| Employer contribution / active EE | $1,026 | $3,615-71.6% | $3,023-66.1% | $4,660-78.0% |
| Participant deferral / active EE | $1,718 | $5,731-70.0% | $5,053-66.0% | $6,688-74.3% |
| Admin fee / account holder | $2,814 | $13,326-78.9% | $9,451-70.2% | $13,397-79.0% |