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 7-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 | $20,829 | $86,929-76.0% | $102,423-79.7% | $80,856-74.2% |
| Participation rate | 35.0% | 72.4%-37.4pp | 76.5%-41.5pp | 67.6%-32.6pp |
| Annual return | 9.63% | 18.88%-9.2pp | 29.32%-19.7pp | 35.59%-26.0pp |
| Employer contribution / active EE | $511 | $2,369-78.4% | $3,023-83.1% | $2,755-81.4% |
| Participant deferral / active EE | $2,582 | $4,118-37.3% | $5,053-48.9% | $4,296-39.9% |
| Admin fee / account holder | $3,550 | $8,049-55.9% | $9,451-62.4% | $6,918-48.7% |