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 6-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 | $9,895 | $60,124-83.5% | $90,404-89.1% | $79,858-87.6% |
| Participation rate | 62.2% | 65.0%-2.8pp | 72.7%-10.5pp | 69.6%-7.4pp |
| Annual return | 3.92% | 71.94%-68.0pp | 1293.02%-1289.1pp | 31.71%-27.8pp |
| Employer contribution / active EE | $31 | $2,068-98.5% | $3,262-99.0% | $2,471-98.7% |
| Participant deferral / active EE | $927 | $2,938-68.5% | $3,963-76.6% | $3,740-75.2% |
| Admin fee / account holder | $554 | $3,976-86.1% | $5,611-90.1% | $5,306-89.6% |