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 | $10,226 | $43,327-76.4% | $59,878-82.9% | $64,186-84.1% |
| Participation rate | 35.8% | 69.2%-33.3pp | 74.7%-38.9pp | 69.6%-33.7pp |
| Annual return | -7.79% | -1.55%-6.2pp | 3.46%-11.3pp | 7.63%-15.4pp |
| Employer contribution / active EE | $255 | $2,028-87.4% | $2,722-90.6% | $2,381-89.3% |
| Participant deferral / active EE | $960 | $2,546-62.3% | $3,402-71.8% | $3,470-72.3% |
| Admin fee / account holder | $2,933 | $3,005-2.4% | $3,590-18.3% | $4,888-40.0% |