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 | $15,918 | $77,314-79.4% | $177,989-91.1% | $80,856-80.3% |
| Participation rate | 57.1% | 65.7%-8.6pp | 77.1%-19.9pp | 67.6%-10.5pp |
| Annual return | 10.43% | 18.09%-7.7pp | 294.48%-284.1pp | 35.59%-25.2pp |
| Employer contribution / active EE | $75 | $2,292-96.7% | $3,949-98.1% | $2,755-97.3% |
| Participant deferral / active EE | $1,438 | $4,411-67.4% | $6,276-77.1% | $4,296-66.5% |
| Admin fee / account holder | $6,321 | $7,191-12.1% | $10,363-39.0% | $6,918-8.6% |