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 10-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 | $7,160 | $77,899-90.8% | $149,673-95.2% | $75,163-90.5% |
| Participation rate | 47.8% | 65.6%-17.8pp | 78.8%-31.0pp | 67.2%-19.4pp |
| Annual return | 9.67% | 31.72%-22.0pp | 134.42%-124.7pp | 160.62%-150.9pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,130 | $3,411-66.9% | $5,680-80.1% | $4,125-72.6% |
| Admin fee / account holder | $737 | $5,956-87.6% | $13,210-94.4% | $5,651-87.0% |