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 10-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 | $20,047 | $201,272-90.0% | $184,203-89.1% | $145,922-86.3% |
| Participation rate | 47.6% | 87.5%-39.9pp | 86.8%-39.2pp | 80.3%-32.7pp |
| Annual return | 5.98% | 29.00%-23.0pp | 28.81%-22.8pp | 561.29%-555.3pp |
| Employer contribution / active EE | $1,328 | $7,022-81.1% | $6,427-79.3% | $4,660-71.5% |
| Participant deferral / active EE | $3,398 | $9,806-65.3% | $9,131-62.8% | $6,688-49.2% |
| Admin fee / account holder | $31,145 | $16,364+90.3% | $13,901+124.1% | $13,397+132.5% |