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 6-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 | $21,050 | $72,492-71.0% | $87,100-75.8% | $72,985-71.2% |
| Participation rate | 57.1% | 72.8%-15.7pp | 76.9%-19.7pp | 69.5%-12.3pp |
| Annual return | 11.53% | 24.46%-12.9pp | 28.19%-16.7pp | 81.00%-69.5pp |
| Employer contribution / active EE | $267 | $1,894-85.9% | $2,521-89.4% | $2,440-89.0% |
| Participant deferral / active EE | $1,537 | $3,270-53.0% | $4,049-62.0% | $3,607-57.4% |
| Admin fee / account holder | $6,580 | $5,055+30.2% | $7,497-12.2% | $5,124+28.4% |