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 5-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.
Participant 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 | $6,064 | $167,307-96.4% | $143,757-95.8% | $134,475-95.5% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -500.72% | 0.46%-501.2pp | -0.04%-500.7pp | 417.96%-918.7pp |
| Employer contribution / active EE | $6,230 | $5,619+10.9% | $4,951+25.8% | $4,740+31.4% |
| Participant deferral / active EE | $957 | $6,446-85.2% | $5,637-83.0% | $6,400-85.1% |
| Admin fee / account holder | $390 | $18,088-97.8% | $14,673-97.3% | $11,426-96.6% |