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 10-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 | $11,838 | $63,346-81.3% | $92,233-87.2% | $70,131-83.1% |
| Participation rate | 58.1% | 68.7%-10.6pp | 76.5%-18.4pp | 69.5%-11.5pp |
| Annual return | 9.47% | 530.12%-520.6pp | 176.28%-166.8pp | 73.14%-63.7pp |
| Employer contribution / active EE | $24 | $2,471-99.0% | $3,679-99.3% | $2,342-99.0% |
| Participant deferral / active EE | $1,225 | $2,854-57.1% | $3,897-68.6% | $3,332-63.2% |
| Admin fee / account holder | $2,371 | $3,840-38.3% | $5,194-54.3% | $4,645-49.0% |