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 | $32,975 | $88,083-62.6% | $164,813-80.0% | $74,495-55.7% |
| Participation rate | 45.5% | 73.0%-27.5pp | 78.6%-33.1pp | 67.2%-21.7pp |
| Annual return | 8.08% | 17.26%-9.2pp | 69.93%-61.8pp | 1364.94%-1356.9pp |
| Employer contribution / active EE | $598 | $2,593-76.9% | $4,341-86.2% | $2,623-77.2% |
| Participant deferral / active EE | $2,343 | $4,498-47.9% | $6,031-61.1% | $4,346-46.1% |
| Admin fee / account holder | $3,027 | $2,234+35.5% | $12,690-76.1% | $1,942+55.9% |