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.
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 | $7,773 | $95,803-91.9% | $113,168-93.1% | $84,808-90.8% |
| Participation rate | 0.0% | 72.9%-72.9pp | 76.6%-76.6pp | 68.3%-68.3pp |
| Annual return | 10.42% | 25.00%-14.6pp | 24.27%-13.8pp | 40.90%-30.5pp |
| Employer contribution / active EE | $1,195 | $2,360-49.4% | $2,975-59.8% | $2,631-54.6% |
| Participant deferral / active EE | $1,622 | $4,242-61.8% | $5,107-68.2% | $4,212-61.5% |
| Admin fee / account holder | $2,454,315 | $8,989+27204.0% | $12,068+20237.9% | $7,344+33320.3% |