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 | $32,567 | $148,978-78.1% | $200,582-83.8% | $84,808-61.6% |
| Participation rate | 37.1% | 84.2%-47.1pp | 86.9%-49.8pp | 68.3%-31.2pp |
| Annual return | 12.14% | 28.16%-16.0pp | 42.33%-30.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $318 | $4,815-93.4% | $6,419-95.0% | $2,631-87.9% |
| Participant deferral / active EE | $3,732 | $7,142-47.7% | $9,331-60.0% | $4,212-11.4% |
| Admin fee / account holder | $8,821 | $13,977-36.9% | $16,305-45.9% | $7,344+20.1% |