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 4-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 | $9,058 | $106,515-91.5% | $96,683-90.6% | $139,434-93.5% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 8.29% | 38.43%-30.1pp | 35.69%-27.4pp | 372.94%-364.7pp |
| Employer contribution / active EE | $731 | $4,103-82.2% | $3,737-80.4% | $4,751-84.6% |
| Participant deferral / active EE | $2,631 | $5,454-51.8% | $4,878-46.1% | $6,710-60.8% |
| Admin fee / account holder | $868 | $7,877-89.0% | $6,730-87.1% | $11,403-92.4% |