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 9-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.
Participant 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 | $4,894 | $112,096-95.6% | $95,952-94.9% | $158,922-96.9% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 2.17% | 171.09%-168.9pp | 91.61%-89.4pp | 302.83%-300.7pp |
| Employer contribution / active EE | $711 | $3,198-77.8% | $2,541-72.0% | $4,761-85.1% |
| Participant deferral / active EE | $1,076 | $4,784-77.5% | $4,167-74.2% | $5,982-82.0% |
| Admin fee / account holder | $7,513 | $10,130-25.8% | $6,795+10.6% | $11,246-33.2% |