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 | $24,836 | $72,492-65.7% | $87,100-71.5% | $72,985-66.0% |
| Participation rate | 62.5% | 72.8%-10.3pp | 76.9%-14.4pp | 69.5%-7.0pp |
| Annual return | 3.74% | 24.46%-20.7pp | 28.19%-24.5pp | 81.00%-77.3pp |
| Employer contribution / active EE | $345 | $1,894-81.8% | $2,521-86.3% | $2,440-85.8% |
| Participant deferral / active EE | $1,970 | $3,270-39.7% | $4,049-51.3% | $3,607-45.4% |
| Admin fee / account holder | $440 | $5,055-91.3% | $7,497-94.1% | $5,124-91.4% |