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 | $17,365 | $86,929-80.0% | $102,423-83.0% | $80,856-78.5% |
| Participation rate | 57.5% | 72.4%-14.9pp | 76.5%-19.0pp | 67.6%-10.1pp |
| Annual return | 5.93% | 18.88%-13.0pp | 29.32%-23.4pp | 35.59%-29.7pp |
| Employer contribution / active EE | $333 | $2,369-86.0% | $3,023-89.0% | $2,755-87.9% |
| Participant deferral / active EE | $2,188 | $4,118-46.9% | $5,053-56.7% | $4,296-49.1% |
| Admin fee / account holder | $5,436 | $8,049-32.5% | $9,451-42.5% | $6,918-21.4% |