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.
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 | $8,245 | $105,126-92.2% | $94,646-91.3% | $139,434-94.1% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 9.01% | 38.03%-29.0pp | 156.71%-147.7pp | 372.94%-363.9pp |
| Employer contribution / active EE | $11,730 | $4,106+185.7% | $3,672+219.4% | $4,751+146.9% |
| Participant deferral / active EE | $616 | $7,599-91.9% | $7,418-91.7% | $6,710-90.8% |
| Admin fee / account holder | $28,451 | $8,984+216.7% | $7,231+293.5% | $11,403+149.5% |