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 7-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 | $19,682 | $109,881-82.1% | $150,045-86.9% | $84,808-76.8% |
| Participation rate | 66.7% | 76.1%-9.4pp | 82.3%-15.7pp | 68.3%-1.6pp |
| Annual return | 13.89% | 28.25%-14.4pp | 62.55%-48.7pp | 40.90%-27.0pp |
| Employer contribution / active EE | $542 | $3,561-84.8% | $4,693-88.5% | $2,631-79.4% |
| Participant deferral / active EE | $6,327 | $6,636-4.6% | $7,997-20.9% | $4,212+50.2% |
| Admin fee / account holder | $1,889 | $8,568-78.0% | $13,435-85.9% | $7,344-74.3% |