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.
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 | $4,020 | $105,181-96.2% | $159,436-97.5% | $85,850-95.3% |
| Participation rate | 61.5% | 75.8%-14.2pp | 82.8%-21.3pp | 69.3%-7.8pp |
| Annual return | 6.29% | 45.07%-38.8pp | 263.57%-257.3pp | 318.53%-312.2pp |
| Employer contribution / active EE | $744 | $3,318-77.6% | $4,829-84.6% | $2,565-71.0% |
| Participant deferral / active EE | $872 | $5,945-85.3% | $7,352-88.1% | $3,952-77.9% |
| Admin fee / account holder | $917 | $6,933-86.8% | $10,799-91.5% | $6,260-85.4% |