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 | $6,098 | $183,519-96.7% | $155,509-96.1% | $145,922-95.8% |
| Participation rate | 16.7% | 82.7%-66.0pp | 78.2%-61.5pp | 80.3%-63.6pp |
| Annual return | 3.52% | 61.17%-57.6pp | 64.67%-61.1pp | 561.29%-557.8pp |
| Employer contribution / active EE | $380 | $5,313-92.8% | $4,672-91.9% | $4,660-91.8% |
| Participant deferral / active EE | $3,929 | $6,462-39.2% | $5,626-30.2% | $6,688-41.2% |
| Admin fee / account holder | $31,865 | $19,313+65.0% | $15,912+100.3% | $13,397+137.9% |