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 5-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 | $3,801 | $81,248-95.3% | $155,509-97.6% | $80,856-95.3% |
| Participation rate | 23.3% | 66.2%-43.0pp | 78.2%-54.9pp | 67.6%-44.4pp |
| Annual return | -0.84% | 33.31%-34.1pp | 64.67%-65.5pp | 35.59%-36.4pp |
| Employer contribution / active EE | $266 | $3,100-91.4% | $4,672-94.3% | $2,755-90.4% |
| Participant deferral / active EE | $908 | $3,452-73.7% | $5,626-83.9% | $4,296-78.9% |
| Admin fee / account holder | $5,542 | $7,997-30.7% | $15,912-65.2% | $6,918-19.9% |