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 9-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.
Employer 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 | $9,588 | $59,839-84.0% | $81,983-88.3% | $79,858-88.0% |
| Participation rate | 66.0% | 61.6%+4.3pp | 69.2%-3.3pp | 69.6%-3.7pp |
| Annual return | 4.15% | 17.56%-13.4pp | 41.31%-37.2pp | 31.71%-27.6pp |
| Employer contribution / active EE | $264 | $1,713-84.6% | $2,498-89.4% | $2,471-89.3% |
| Participant deferral / active EE | $1,512 | $2,695-43.9% | $3,722-59.4% | $3,740-59.6% |
| Admin fee / account holder | $561 | $4,287-86.9% | $5,664-90.1% | $5,306-89.4% |