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 | $8,648 | $107,334-91.9% | $92,893-90.7% | $152,861-94.3% |
| Participation rate | 41.7% | 79.8%-38.1pp | 76.0%-34.3pp | 82.4%-40.8pp |
| Annual return | 5.36% | 145.58%-140.2pp | 109.41%-104.1pp | 345.32%-340.0pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,631 | $4,845-66.3% | $4,236-61.5% | $5,850-72.1% |
| Admin fee / account holder | $361 | $7,079-94.9% | $5,794-93.8% | $11,596-96.9% |