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 | $21,828 | $87,013-74.9% | $106,213-79.4% | $80,856-73.0% |
| Participation rate | 22.6% | 70.4%-47.9pp | 75.3%-52.7pp | 67.6%-45.1pp |
| Annual return | 9.54% | 17.05%-7.5pp | 116.14%-106.6pp | 35.59%-26.1pp |
| Employer contribution / active EE | $671 | $2,395-72.0% | $3,171-78.8% | $2,755-75.6% |
| Participant deferral / active EE | $1,513 | $3,986-62.0% | $5,016-69.8% | $4,296-64.8% |
| Admin fee / account holder | $6,658 | $8,431-21.0% | $11,033-39.7% | $6,918-3.8% |