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 | $24,118 | $99,985-75.9% | $146,665-83.6% | $85,850-71.9% |
| Participation rate | 34.5% | 73.1%-38.6pp | 80.1%-45.6pp | 69.3%-34.8pp |
| Annual return | 8.60% | 18.93%-10.3pp | 22.74%-14.1pp | 318.53%-309.9pp |
| Employer contribution / active EE | $441 | $2,559-82.8% | $4,136-89.3% | $2,565-82.8% |
| Participant deferral / active EE | $2,539 | $4,006-36.6% | $5,506-53.9% | $3,952-35.7% |
| Admin fee / account holder | $1,667 | $7,702-78.4% | $10,280-83.8% | $6,260-73.4% |