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 | $20,522 | $71,883-71.5% | $86,677-76.3% | $68,494-70.0% |
| Participation rate | 60.6% | 72.2%-11.6pp | 76.6%-15.9pp | 67.9%-7.2pp |
| Annual return | -19.15% | 3.52%-22.7pp | 35.91%-55.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $457 | $2,173-79.0% | $2,836-83.9% | $2,596-82.4% |
| Participant deferral / active EE | $3,776 | $3,779-0.1% | $4,656-18.9% | $4,027-6.2% |
| Admin fee / account holder | $818 | $6,112-86.6% | $7,493-89.1% | $5,403-84.9% |