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 5-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 | $25,661 | $125,758-79.6% | $169,993-84.9% | $75,163-65.9% |
| Participation rate | 56.0% | 83.6%-27.6pp | 87.0%-31.0pp | 67.2%-11.2pp |
| Annual return | 10.05% | 27.20%-17.1pp | 53.37%-43.3pp | 160.62%-150.6pp |
| Employer contribution / active EE | $1,234 | $4,615-73.3% | $6,785-81.8% | $2,670-53.8% |
| Participant deferral / active EE | $6,135 | $6,837-10.3% | $10,408-41.0% | $4,125+48.7% |
| Admin fee / account holder | $13,293 | $8,173+62.6% | $12,815+3.7% | $5,651+135.2% |