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 6-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 | $7,586 | $114,381-93.4% | $107,525-92.9% | $142,382-94.7% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | -3.80% | 242.71%-246.5pp | 181.32%-185.1pp | 217.08%-220.9pp |
| Employer contribution / active EE | $205 | $4,015-94.9% | $3,754-94.5% | $4,299-95.2% |
| Participant deferral / active EE | $2,094 | $5,564-62.4% | $5,116-59.1% | $6,507-67.8% |
| Admin fee / account holder | $6,980 | $9,860-29.2% | $8,919-21.7% | $12,624-44.7% |