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 7-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 | $5,565 | $48,795-88.6% | $65,493-91.5% | $84,808-93.4% |
| Participation rate | 55.8% | 67.0%-11.2pp | 73.1%-17.3pp | 68.3%-12.5pp |
| Annual return | 11.12% | 20.20%-9.1pp | 982.45%-971.3pp | 40.90%-29.8pp |
| Employer contribution / active EE | $298 | $1,930-84.6% | $2,574-88.4% | $2,631-88.7% |
| Participant deferral / active EE | $848 | $2,928-71.0% | $3,961-78.6% | $4,212-79.9% |
| Admin fee / account holder | $2,470 | $3,877-36.3% | $5,028-50.9% | $7,344-66.4% |