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 | $18,392 | $59,417-69.0% | $93,606-80.4% | $74,495-75.3% |
| Participation rate | 24.3% | 59.7%-35.4pp | 68.7%-44.4pp | 67.2%-42.9pp |
| Annual return | 3.90% | 81.83%-77.9pp | 133.20%-129.3pp | 1364.94%-1361.0pp |
| Employer contribution / active EE | $10 | $1,264-99.2% | $2,420-99.6% | $2,623-99.6% |
| Participant deferral / active EE | $1,355 | $3,050-55.6% | $4,411-69.3% | $4,346-68.8% |
| Admin fee / account holder | $3,868 | $3,021+28.0% | $8,285-53.3% | $1,942+99.2% |