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 | $11,550 | $198,466-94.2% | $170,442-93.2% | $147,584-92.2% |
| Participation rate | 46.2% | 88.0%-41.8pp | 83.6%-37.4pp | 82.8%-36.7pp |
| Annual return | -5.90% | 257.29%-263.2pp | 205.93%-211.8pp | 578.55%-584.5pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,363 | $5,629-4.7% | $4,939+8.6% | $5,439-1.4% |
| Admin fee / account holder | $8,084 | $16,852-52.0% | $13,880-41.8% | $10,885-25.7% |