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 | $19,815 | $91,538-78.4% | $129,995-84.8% | $75,163-73.6% |
| Participation rate | 36.7% | 71.4%-34.8pp | 78.5%-41.8pp | 67.2%-30.5pp |
| Annual return | 9.03% | -631.11%+640.1pp | -137.18%+146.2pp | 160.62%-151.6pp |
| Employer contribution / active EE | $148 | $2,845-94.8% | $4,320-96.6% | $2,670-94.4% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $590 | $6,790-91.3% | $10,614-94.4% | $5,651-89.6% |