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 7-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 | $9,418 | $64,324-85.4% | $118,925-92.1% | $79,858-88.2% |
| Participation rate | 50.0% | 64.9%-14.9pp | 75.4%-25.4pp | 69.6%-19.6pp |
| Annual return | 4.04% | 86.45%-82.4pp | 35.88%-31.8pp | 31.71%-27.7pp |
| Employer contribution / active EE | $600 | $1,836-67.3% | $3,263-81.6% | $2,471-75.7% |
| Participant deferral / active EE | $910 | $2,824-67.8% | $4,265-78.7% | $3,740-75.7% |
| Admin fee / account holder | $567 | $4,040-86.0% | $6,581-91.4% | $5,306-89.3% |