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 5-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 | $7,350 | $48,230-84.8% | $67,502-89.1% | $80,856-90.9% |
| Participation rate | 53.3% | 66.4%-13.0pp | 72.9%-19.5pp | 67.6%-14.3pp |
| Annual return | 10.21% | 18.28%-8.1pp | 3512.12%-3501.9pp | 35.59%-25.4pp |
| Employer contribution / active EE | $251 | $2,020-87.6% | $2,731-90.8% | $2,755-90.9% |
| Participant deferral / active EE | $1,071 | $2,924-63.4% | $4,000-73.2% | $4,296-75.1% |
| Admin fee / account holder | $349 | $3,681-90.5% | $3,998-91.3% | $6,918-95.0% |