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 | $7,887 | $40,256-80.4% | $57,343-86.2% | $59,632-86.8% |
| Participation rate | 40.8% | 69.2%-28.4pp | 75.1%-34.3pp | 68.7%-27.9pp |
| Annual return | -4.91% | 27.49%-32.4pp | 24.39%-29.3pp | 2041.28%-2046.2pp |
| Employer contribution / active EE | $249 | $1,922-87.0% | $2,689-90.7% | $2,203-88.7% |
| Participant deferral / active EE | $886 | $2,399-63.1% | $3,162-72.0% | $3,192-72.2% |
| Admin fee / account holder | $860 | $2,818-69.5% | $3,356-74.4% | $4,297-80.0% |