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 | $29,758 | $168,632-82.4% | $147,614-79.8% | $125,391-76.3% |
| Participation rate | 22.2% | 88.8%-66.5pp | 84.6%-62.4pp | 83.2%-61.0pp |
| Annual return | -8.58% | 77.65%-86.2pp | 61.98%-70.6pp | 282.22%-290.8pp |
| Employer contribution / active EE | $243 | $6,252-96.1% | $5,564-95.6% | $4,866-95.0% |
| Participant deferral / active EE | $4,667 | $5,507-15.3% | $4,895-4.7% | $5,352-12.8% |
| Admin fee / account holder | $430 | $13,580-96.8% | $11,611-96.3% | $9,540-95.5% |