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 5-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 | $5,073 | $167,307-97.0% | $143,757-96.5% | $134,475-96.2% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -120.38% | 0.46%-120.8pp | -0.04%-120.3pp | 417.96%-538.3pp |
| Employer contribution / active EE | $689 | $5,619-87.7% | $4,951-86.1% | $4,740-85.5% |
| Participant deferral / active EE | $3,561 | $6,446-44.8% | $5,637-36.8% | $6,400-44.4% |
| Admin fee / account holder | $537 | $18,088-97.0% | $14,673-96.3% | $11,426-95.3% |