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 8-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 | $7,930 | $209,411-96.2% | $178,490-95.6% | $158,922-95.0% |
| Participation rate | 53.3% | 86.3%-33.0pp | 81.9%-28.6pp | 82.0%-28.6pp |
| Annual return | 4.37% | 188.75%-184.4pp | 151.07%-146.7pp | 302.83%-298.5pp |
| Employer contribution / active EE | $3 | $5,706-99.9% | $5,011-99.9% | $4,761-99.9% |
| Participant deferral / active EE | $2,171 | $5,954-63.5% | $5,202-58.3% | $5,982-63.7% |
| Admin fee / account holder | $1,207 | $17,074-92.9% | $13,984-91.4% | $11,246-89.3% |