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 | $4,929 | $75,828-93.5% | $147,614-96.7% | $59,632-91.7% |
| Participation rate | 12.5% | 71.6%-59.1pp | 84.6%-72.1pp | 68.7%-56.2pp |
| Annual return | -4.64% | 0.37%-5.0pp | 61.98%-66.6pp | 2041.28%-2045.9pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $997 | $3,130-68.1% | $4,895-79.6% | $3,192-68.8% |
| Admin fee / account holder | $2,908 | $5,985-51.4% | $11,611-75.0% | $4,297-32.3% |