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 8-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 | $24,255 | $162,781-85.1% | $133,956-81.9% | $158,922-84.7% |
| Participation rate | 33.3% | 83.2%-49.9pp | 79.8%-46.5pp | 82.0%-48.6pp |
| Annual return | -16.47% | 41.94%-58.4pp | 45.09%-61.6pp | 302.83%-319.3pp |
| Employer contribution / active EE | $574 | $4,975-88.5% | $3,919-85.4% | $4,761-88.0% |
| Participant deferral / active EE | $2,769 | $5,911-53.2% | $5,048-45.1% | $5,982-53.7% |
| Admin fee / account holder | $6,582 | $11,736-43.9% | $8,927-26.3% | $11,246-41.5% |