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 | $15,339 | $148,534-89.7% | $135,903-88.7% | $139,434-89.0% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 9.27% | 79.19%-69.9pp | 68.23%-59.0pp | 372.94%-363.7pp |
| Employer contribution / active EE | $882 | $5,243-83.2% | $4,856-81.8% | $4,751-81.4% |
| Participant deferral / active EE | $2,840 | $8,100-64.9% | $7,758-63.4% | $6,710-57.7% |
| Admin fee / account holder | $10,839 | $12,400-12.6% | $10,762+0.7% | $11,403-4.9% |