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 | $5,020 | $80,717-93.8% | $154,803-96.8% | $84,808-94.1% |
| Participation rate | 65.1% | 66.8%-1.8pp | 78.1%-13.0pp | 68.3%-3.3pp |
| Annual return | 12.24% | 37.96%-25.7pp | 58.88%-46.6pp | 40.90%-28.7pp |
| Employer contribution / active EE | $54 | $2,761-98.0% | $4,305-98.7% | $2,631-97.9% |
| Participant deferral / active EE | $971 | $3,303-70.6% | $5,540-82.5% | $4,212-76.9% |
| Admin fee / account holder | $1,744 | $6,746-74.1% | $14,329-87.8% | $7,344-76.3% |