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 | $25,049 | $135,635-81.5% | $110,238-77.3% | $135,375-81.5% |
| Participation rate | 55.6% | 83.5%-27.9pp | 79.8%-24.3pp | 82.6%-27.1pp |
| Annual return | -10.22% | 513.19%-523.4pp | 314.74%-325.0pp | 519.73%-529.9pp |
| Employer contribution / active EE | $860 | $4,906-82.5% | $3,826-77.5% | $4,779-82.0% |
| Participant deferral / active EE | $3,561 | $5,506-35.3% | $4,672-23.8% | $5,609-36.5% |
| Admin fee / account holder | $346 | $11,457-97.0% | $8,547-95.9% | $10,827-96.8% |