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 | $8,856 | $70,428-87.4% | $96,562-90.8% | $85,850-89.7% |
| Participation rate | 23.1% | 61.8%-38.7pp | 69.8%-46.7pp | 69.3%-46.2pp |
| Annual return | 8.64% | 18.59%-9.9pp | 37.78%-29.1pp | 318.53%-309.9pp |
| Employer contribution / active EE | $80 | $1,413-94.3% | $2,356-96.6% | $2,565-96.9% |
| Participant deferral / active EE | $1,566 | $2,894-45.9% | $3,849-59.3% | $3,952-60.4% |
| Admin fee / account holder | $913 | $4,997-81.7% | $6,181-85.2% | $6,260-85.4% |