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 | $6,769 | $116,175-94.2% | $93,606-92.8% | $152,861-95.6% |
| Participation rate | 50.0% | 78.0%-28.0pp | 75.8%-25.8pp | 82.4%-32.4pp |
| Annual return | 3.86% | 35.96%-32.1pp | 32.76%-28.9pp | 345.32%-341.5pp |
| Employer contribution / active EE | $184 | $3,218-94.3% | $2,718-93.2% | $4,762-96.1% |
| Participant deferral / active EE | $1,525 | $4,603-66.9% | $4,069-62.5% | $5,850-73.9% |
| Admin fee / account holder | $535 | $10,748-95.0% | $7,888-93.2% | $11,596-95.4% |