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 | $11,255 | $183,519-93.9% | $155,509-92.8% | $145,922-92.3% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-46.9pp |
| Annual return | 4.40% | 61.17%-56.8pp | 64.67%-60.3pp | 561.29%-556.9pp |
| Employer contribution / active EE | $953 | $5,313-82.1% | $4,672-79.6% | $4,660-79.5% |
| Participant deferral / active EE | $7,333 | $6,462+13.5% | $5,626+30.3% | $6,688+9.7% |
| Admin fee / account holder | $454,586 | $19,313+2253.8% | $15,912+2756.9% | $13,397+3293.2% |