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.
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 | $654 | $74,888-99.1% | $71,209-99.1% | $142,382-99.5% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 11.02% | 345.14%-334.1pp | 282.51%-271.5pp | 217.08%-206.1pp |
| Employer contribution / active EE | $371 | $2,854-87.0% | $2,721-86.4% | $4,299-91.4% |
| Participant deferral / active EE | $990 | $4,454-77.8% | $4,175-76.3% | $6,507-84.8% |
| Admin fee / account holder | $1,074 | $5,568-80.7% | $5,349-79.9% | $12,624-91.5% |