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 9-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 | $5,074 | $100,852-95.0% | $90,404-94.4% | $158,922-96.8% |
| Participation rate | 38.5% | 75.0%-36.6pp | 72.7%-34.2pp | 82.0%-43.5pp |
| Annual return | 4.33% | 1724.20%-1719.9pp | 1293.02%-1288.7pp | 302.83%-298.5pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $839 | $4,348-80.7% | $3,963-78.8% | $5,982-86.0% |
| Admin fee / account holder | $642 | $6,501-90.1% | $5,611-88.6% | $11,246-94.3% |