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 4-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 | $7,538 | $81,248-90.7% | $155,509-95.2% | $80,856-90.7% |
| Participation rate | 63.0% | 66.2%-3.3pp | 78.2%-15.2pp | 67.6%-4.7pp |
| Annual return | 8.03% | 33.31%-25.3pp | 64.67%-56.6pp | 35.59%-27.6pp |
| Employer contribution / active EE | $25 | $3,100-99.2% | $4,672-99.5% | $2,755-99.1% |
| Participant deferral / active EE | $2,350 | $3,452-31.9% | $5,626-58.2% | $4,296-45.3% |
| Admin fee / account holder | $8,779 | $7,997+9.8% | $15,912-44.8% | $6,918+26.9% |