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 | $30,935 | $148,978-79.2% | $200,582-84.6% | $84,808-63.5% |
| Participation rate | 53.3% | 84.2%-30.9pp | 86.9%-33.6pp | 68.3%-15.0pp |
| Annual return | 11.60% | 28.16%-16.6pp | 42.33%-30.7pp | 40.90%-29.3pp |
| Employer contribution / active EE | $397 | $4,815-91.7% | $6,419-93.8% | $2,631-84.9% |
| Participant deferral / active EE | $3,651 | $7,142-48.9% | $9,331-60.9% | $4,212-13.3% |
| Admin fee / account holder | $6,398 | $13,977-54.2% | $16,305-60.8% | $7,344-12.9% |