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 10-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 | $9,113 | $99,341-90.8% | $84,750-89.2% | $273,961-96.7% |
| Participation rate | 57.1% | 80.7%-23.5pp | 76.6%-19.4pp | 83.0%-25.9pp |
| Annual return | 0.98% | 22.93%-21.9pp | 22.78%-21.8pp | 41.45%-40.5pp |
| Employer contribution / active EE | $353 | $4,214-91.6% | $3,574-90.1% | $4,869-92.7% |
| Participant deferral / active EE | $1,413 | $4,269-66.9% | $3,712-61.9% | $5,287-73.3% |
| Admin fee / account holder | $16,383 | $6,644+146.6% | $5,332+207.2% | $10,132+61.7% |