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 | $13,951 | $61,660-77.4% | $80,019-82.6% | $64,186-78.3% |
| Participation rate | 46.2% | 71.7%-25.5pp | 75.8%-29.7pp | 69.6%-23.4pp |
| Annual return | -9.24% | -0.33%-8.9pp | 11.22%-20.5pp | 7.63%-16.9pp |
| Employer contribution / active EE | $325 | $1,810-82.0% | $2,468-86.8% | $2,381-86.3% |
| Participant deferral / active EE | $2,061 | $2,968-30.6% | $3,686-44.1% | $3,470-40.6% |
| Admin fee / account holder | $381 | $5,417-93.0% | $6,521-94.2% | $4,888-92.2% |