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 | $17,816 | $214,378-91.7% | $200,582-91.1% | $142,382-87.5% |
| Participation rate | 0.0% | 87.4%-87.4pp | 86.9%-86.9pp | 80.1%-80.1pp |
| Annual return | 8.87% | 46.41%-37.5pp | 42.33%-33.5pp | 217.08%-208.2pp |
| Employer contribution / active EE | $1,323 | $6,841-80.7% | $6,419-79.4% | $4,299-69.2% |
| Participant deferral / active EE | $4,592 | $9,865-53.5% | $9,331-50.8% | $6,507-29.4% |
| Admin fee / account holder | $1,029,916 | $17,692+5721.4% | $16,305+6216.7% | $12,624+8058.6% |