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 | $12,476 | $53,777-76.8% | $134,143-90.7% | $79,858-84.4% |
| Participation rate | 28.3% | 58.8%-30.4pp | 72.2%-43.8pp | 69.6%-41.3pp |
| Annual return | 3.80% | 19.01%-15.2pp | 36.33%-32.5pp | 31.71%-27.9pp |
| Employer contribution / active EE | $9 | $1,321-99.3% | $3,704-99.8% | $2,471-99.6% |
| Participant deferral / active EE | $937 | $2,420-61.3% | $3,499-73.2% | $3,740-74.9% |
| Admin fee / account holder | $1,260 | $3,984-68.4% | $6,684-81.1% | $5,306-76.2% |