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 3-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 | $1,456 | $80,717-98.2% | $154,803-99.1% | $84,808-98.3% |
| Participation rate | 19.6% | 66.8%-47.2pp | 78.1%-58.4pp | 68.3%-48.7pp |
| Annual return | 3.80% | 37.96%-34.2pp | 58.88%-55.1pp | 40.90%-37.1pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $426 | $3,303-87.1% | $5,540-92.3% | $4,212-89.9% |
| Admin fee / account holder | $6,983 | $6,746+3.5% | $14,329-51.3% | $7,344-4.9% |