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 6-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 | $9,216 | $138,044-93.3% | $125,339-92.6% | $134,475-93.1% |
| Participation rate | 54.5% | 84.5%-29.9pp | 82.4%-27.8pp | 81.2%-26.7pp |
| Annual return | -21.00% | 750.33%-771.3pp | 572.05%-593.0pp | 417.96%-439.0pp |
| Employer contribution / active EE | $882 | $5,243-83.2% | $4,814-81.7% | $4,740-81.4% |
| Participant deferral / active EE | $2,793 | $7,799-64.2% | $7,446-62.5% | $6,400-56.4% |
| Admin fee / account holder | $911 | $11,571-92.1% | $10,010-90.9% | $11,426-92.0% |