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 | $538 | $163,101-99.7% | $136,749-99.6% | $142,382-99.6% |
| Participation rate | 9.5% | 78.2%-68.7pp | 72.1%-62.6pp | 80.1%-70.6pp |
| Annual return | 0.20% | 27.54%-27.3pp | 24.33%-24.1pp | 217.08%-216.9pp |
| Employer contribution / active EE | $711 | $4,117-82.7% | $3,400-79.1% | $4,299-83.5% |
| Participant deferral / active EE | $1,932 | $5,585-65.4% | $4,692-58.8% | $6,507-70.3% |
| Admin fee / account holder | $919,974 | $14,318+6325.1% | $11,386+7979.7% | $12,624+7187.7% |