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 3-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 | $1,087 | $30,400-96.4% | $53,898-98.0% | $84,808-98.7% |
| Participation rate | 60.0% | 46.4%+13.6pp | 55.0%+5.0pp | 68.3%-8.3pp |
| Annual return | 4.35% | 500.19%-495.8pp | 528.60%-524.3pp | 40.90%-36.6pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $452 | $1,199-62.3% | $1,826-75.2% | $4,212-89.3% |
| Admin fee / account holder | $351 | $1,993-82.4% | $2,491-85.9% | $7,344-95.2% |