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 | $22,572 | $103,966-78.3% | $112,887-80.0% | $75,163-70.0% |
| Participation rate | 28.3% | 75.7%-47.4pp | 80.5%-52.2pp | 67.2%-38.9pp |
| Annual return | 13.09% | 24.54%-11.4pp | 34.10%-21.0pp | 160.62%-147.5pp |
| Employer contribution / active EE | $971 | $3,870-74.9% | $4,563-78.7% | $2,670-63.6% |
| Participant deferral / active EE | $3,611 | $5,456-33.8% | $6,513-44.6% | $4,125-12.5% |
| Admin fee / account holder | $3,202 | $7,663-58.2% | $7,047-54.6% | $5,651-43.3% |