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 | $21,525 | $101,724-78.8% | $164,813-86.9% | $80,856-73.4% |
| Participation rate | 36.7% | 71.8%-35.2pp | 78.6%-41.9pp | 67.6%-31.0pp |
| Annual return | 6.22% | 16.72%-10.5pp | 69.93%-63.7pp | 35.59%-29.4pp |
| Employer contribution / active EE | $175 | $2,953-94.1% | $4,341-96.0% | $2,755-93.6% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $618 | $8,227-92.5% | $12,690-95.1% | $6,918-91.1% |