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 | $7,707 | $162,781-95.3% | $133,956-94.2% | $158,922-95.2% |
| Participation rate | 18.2% | 83.2%-65.0pp | 79.8%-61.7pp | 82.0%-63.8pp |
| Annual return | 3.47% | 41.94%-38.5pp | 45.09%-41.6pp | 302.83%-299.4pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,682 | $5,911-54.6% | $5,048-46.9% | $5,982-55.2% |
| Admin fee / account holder | $44,555 | $11,736+279.6% | $8,927+399.1% | $11,246+296.2% |