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 | $19,187 | $62,586-69.3% | $76,768-75.0% | $64,186-70.1% |
| Participation rate | 67.3% | 72.8%-5.5pp | 77.0%-9.7pp | 69.6%-2.3pp |
| Annual return | -7.83% | -1.95%-5.9pp | 2.43%-10.3pp | 7.63%-15.5pp |
| Employer contribution / active EE | $392 | $1,832-78.6% | $2,485-84.2% | $2,381-83.5% |
| Participant deferral / active EE | $1,671 | $3,145-46.9% | $3,852-56.6% | $3,470-51.8% |
| Admin fee / account holder | $311 | $4,667-93.3% | $6,675-95.3% | $4,888-93.6% |