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 | $1,615 | $53,516-97.0% | $126,539-98.7% | $84,808-98.1% |
| Participation rate | 66.7% | 58.2%+8.4pp | 69.8%-3.2pp | 68.3%-1.6pp |
| Annual return | 11.69% | 58.34%-46.6pp | 425.95%-414.3pp | 40.90%-29.2pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $707 | $2,671-73.5% | $4,083-82.7% | $4,212-83.2% |
| Admin fee / account holder | $700 | $4,497-84.4% | $6,065-88.5% | $7,344-90.5% |