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 | $2,639 | $177,572-98.5% | $154,803-98.3% | $142,382-98.1% |
| Participation rate | 16.7% | 82.1%-65.4pp | 78.1%-61.4pp | 80.1%-63.5pp |
| Annual return | 3.80% | 65.07%-61.3pp | 58.88%-55.1pp | 217.08%-213.3pp |
| Employer contribution / active EE | $533 | $4,810-88.9% | $4,305-87.6% | $4,299-87.6% |
| Participant deferral / active EE | $4,843 | $6,272-22.8% | $5,540-12.6% | $6,507-25.6% |
| Admin fee / account holder | $35,950 | $16,786+114.2% | $14,329+150.9% | $12,624+184.8% |