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 6-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 | $12,352 | $64,480-80.8% | $81,382-84.8% | $80,856-84.7% |
| Participation rate | 29.1% | 63.9%-34.8pp | 69.5%-40.4pp | 67.6%-38.5pp |
| Annual return | 6.75% | 16.34%-9.6pp | 24.73%-18.0pp | 35.59%-28.8pp |
| Employer contribution / active EE | $368 | $1,978-81.4% | $2,463-85.1% | $2,755-86.6% |
| Participant deferral / active EE | $1,706 | $3,094-44.9% | $3,883-56.1% | $4,296-60.3% |
| Admin fee / account holder | $1,194 | $5,671-78.9% | $5,768-79.3% | $6,918-82.7% |