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 | $29,443 | $86,929-66.1% | $102,423-71.3% | $80,856-63.6% |
| Participation rate | 47.0% | 72.4%-25.4pp | 76.5%-29.5pp | 67.6%-20.7pp |
| Annual return | 7.97% | 18.88%-10.9pp | 29.32%-21.4pp | 35.59%-27.6pp |
| Employer contribution / active EE | $517 | $2,369-78.2% | $3,023-82.9% | $2,755-81.2% |
| Participant deferral / active EE | $1,972 | $4,118-52.1% | $5,053-61.0% | $4,296-54.1% |
| Admin fee / account holder | $15,856 | $8,049+97.0% | $9,451+67.8% | $6,918+129.2% |