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 | $11,735 | $65,041-82.0% | $90,951-87.1% | $79,858-85.3% |
| Participation rate | 26.8% | 61.6%-34.8pp | 69.0%-42.2pp | 69.6%-42.8pp |
| Annual return | 8.85% | 30.45%-21.6pp | 134.60%-125.7pp | 31.71%-22.9pp |
| Employer contribution / active EE | $106 | $1,247-91.5% | $2,122-95.0% | $2,471-95.7% |
| Participant deferral / active EE | $1,157 | $2,512-53.9% | $3,373-65.7% | $3,740-69.1% |
| Admin fee / account holder | $3,559 | $4,536-21.5% | $5,959-40.3% | $5,306-32.9% |