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 | $5,914 | $150,440-96.1% | $136,294-95.7% | $147,584-96.0% |
| Participation rate | 25.0% | 84.4%-59.4pp | 81.9%-56.9pp | 82.8%-57.8pp |
| Annual return | 5.99% | 1049.08%-1043.1pp | 5155.94%-5150.0pp | 578.55%-572.6pp |
| Employer contribution / active EE | $227 | $5,256-95.7% | $4,695-95.2% | $4,876-95.3% |
| Participant deferral / active EE | $2,171 | $6,630-67.3% | $6,247-65.2% | $5,439-60.1% |
| Admin fee / account holder | $13,831 | $10,905+26.8% | $9,243+49.6% | $10,885+27.1% |