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 | $19,535 | $83,477-76.6% | $125,175-84.4% | $72,985-73.2% |
| Participation rate | 38.3% | 73.3%-35.0pp | 79.8%-41.5pp | 69.5%-31.2pp |
| Annual return | 13.55% | 25.78%-12.2pp | 43.79%-30.2pp | 81.00%-67.5pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,772 | $3,585-50.6% | $4,937-64.1% | $3,607-50.9% |
| Admin fee / account holder | $14,953 | $5,517+171.0% | $9,702+54.1% | $5,124+191.8% |