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 3-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 | $2,778 | $177,572-98.4% | $154,803-98.2% | $142,382-98.0% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | -22.95% | 65.07%-88.0pp | 58.88%-81.8pp | 217.08%-240.0pp |
| Employer contribution / active EE | $517 | $4,810-89.3% | $4,305-88.0% | $4,299-88.0% |
| Participant deferral / active EE | $3,596 | $6,272-42.7% | $5,540-35.1% | $6,507-44.7% |
| Admin fee / account holder | $6,498 | $16,786-61.3% | $14,329-54.7% | $12,624-48.5% |