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 3-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 | $3,986 | $80,717-95.1% | $154,803-97.4% | $84,808-95.3% |
| Participation rate | 16.7% | 66.8%-50.1pp | 78.1%-61.4pp | 68.3%-51.6pp |
| Annual return | 8.69% | 37.96%-29.3pp | 58.88%-50.2pp | 40.90%-32.2pp |
| Employer contribution / active EE | $272 | $2,761-90.2% | $4,305-93.7% | $2,631-89.7% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $5,540-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,190 | $6,746-82.4% | $14,329-91.7% | $7,344-83.8% |