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 | $9,372 | $84,233-88.9% | $170,442-94.5% | $70,131-86.6% |
| Participation rate | 69.0% | 70.8%-1.9pp | 83.6%-14.6pp | 69.5%-0.6pp |
| Annual return | 9.04% | 23.06%-14.0pp | 205.93%-196.9pp | 73.14%-64.1pp |
| Employer contribution / active EE | $368 | $3,387-89.1% | $5,433-93.2% | $2,342-84.3% |
| Participant deferral / active EE | $886 | $3,086-71.3% | $4,939-82.1% | $3,332-73.4% |
| Admin fee / account holder | $719 | $5,698-87.4% | $13,880-94.8% | $4,645-84.5% |