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 | $20,225 | $78,926-74.4% | $136,749-85.2% | $84,808-76.2% |
| Participation rate | 46.4% | 62.2%-15.7pp | 72.1%-25.7pp | 68.3%-21.9pp |
| Annual return | 11.10% | 18.17%-7.1pp | 24.33%-13.2pp | 40.90%-29.8pp |
| Employer contribution / active EE | $427 | $2,134-80.0% | $3,400-87.4% | $2,631-83.8% |
| Participant deferral / active EE | $1,134 | $3,168-64.2% | $4,692-75.8% | $4,212-73.1% |
| Admin fee / account holder | $6,978 | $6,369+9.6% | $11,386-38.7% | $7,344-5.0% |