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 9-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 | $31,035 | $209,832-85.2% | $189,513-83.6% | $167,490-81.5% |
| Participation rate | 12.5% | 88.7%-76.2pp | 87.8%-75.3pp | 82.1%-69.6pp |
| Annual return | -9.54% | 748.27%-757.8pp | 555.15%-564.7pp | 478.56%-488.1pp |
| Employer contribution / active EE | $1,390 | $6,914-79.9% | $6,162-77.4% | $4,837-71.3% |
| Participant deferral / active EE | $8,984 | $8,935+0.5% | $8,221+9.3% | $6,341+41.7% |
| Admin fee / account holder | $12,798 | $14,293-10.5% | $12,045+6.2% | $12,309+4.0% |