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 | $17,571 | $69,763-74.8% | $67,502-74.0% | $74,495-76.4% |
| Participation rate | 34.4% | 71.4%-37.0pp | 72.9%-38.5pp | 67.2%-32.8pp |
| Annual return | 10.62% | -40.34%+51.0pp | 3512.12%-3501.5pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $0 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,279 | $3,636-64.8% | $4,000-68.0% | $4,346-70.6% |
| Admin fee / account holder | $673 | $896-24.9% | $3,998-83.2% | $1,942-65.4% |