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 | $17,238 | $76,552-77.5% | $123,892-86.1% | $62,891-72.6% |
| Participation rate | 40.0% | 73.0%-33.0pp | 81.4%-41.4pp | 69.3%-29.3pp |
| Annual return | 2.27% | 18.68%-16.4pp | 47.52%-45.2pp | 20.14%-17.9pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,801 | $4,840-42.1% | $5,984-53.2% | $3,203-12.6% |
| Admin fee / account holder | $2,100 | $4,826-56.5% | $8,357-74.9% | $4,296-51.1% |