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 8-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 | $16,895 | $165,335-89.8% | $149,696-88.7% | $158,922-89.4% |
| Participation rate | 20.0% | 84.6%-64.6pp | 82.5%-62.5pp | 82.0%-62.0pp |
| Annual return | 1.09% | 348.15%-347.1pp | 276.60%-275.5pp | 302.83%-301.7pp |
| Employer contribution / active EE | $276 | $5,103-94.6% | $4,644-94.1% | $4,761-94.2% |
| Participant deferral / active EE | $2,749 | $7,181-61.7% | $6,842-59.8% | $5,982-54.0% |
| Admin fee / account holder | $14,411 | $10,807+33.4% | $9,309+54.8% | $11,246+28.1% |