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 3-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 | $15,173 | $109,881-86.2% | $150,045-89.9% | $84,808-82.1% |
| Participation rate | 48.3% | 76.1%-27.8pp | 82.3%-34.0pp | 68.3%-20.0pp |
| Annual return | 6.40% | 28.25%-21.8pp | 62.55%-56.1pp | 40.90%-34.5pp |
| Employer contribution / active EE | $980 | $3,561-72.5% | $4,693-79.1% | $2,631-62.7% |
| Participant deferral / active EE | $1,432 | $6,636-78.4% | $7,997-82.1% | $4,212-66.0% |
| Admin fee / account holder | $469 | $8,568-94.5% | $13,435-96.5% | $7,344-93.6% |