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 4-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 | $14,832 | $74,927-80.2% | $101,794-85.4% | $84,808-82.5% |
| Participation rate | 48.0% | 61.4%-13.4pp | 69.2%-21.2pp | 68.3%-20.3pp |
| Annual return | 12.34% | 18.70%-6.4pp | 30.53%-18.2pp | 40.90%-28.6pp |
| Employer contribution / active EE | $329 | $1,522-78.4% | $2,289-85.6% | $2,631-87.5% |
| Participant deferral / active EE | $1,586 | $3,099-48.8% | $4,084-61.2% | $4,212-62.3% |
| Admin fee / account holder | $4,249 | $6,514-34.8% | $8,777-51.6% | $7,344-42.1% |