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 | $15,670 | $109,881-85.7% | $150,045-89.6% | $84,808-81.5% |
| Participation rate | 34.6% | 76.1%-41.5pp | 82.3%-47.7pp | 68.3%-33.7pp |
| Annual return | 7.34% | 28.25%-20.9pp | 62.55%-55.2pp | 40.90%-33.6pp |
| Employer contribution / active EE | $1,457 | $3,561-59.1% | $4,693-69.0% | $2,631-44.6% |
| Participant deferral / active EE | $2,540 | $6,636-61.7% | $7,997-68.2% | $4,212-39.7% |
| Admin fee / account holder | $13,265 | $8,568+54.8% | $13,435-1.3% | $7,344+80.6% |