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 | $6,759 | $59,417-88.6% | $93,606-92.8% | $74,495-90.9% |
| Participation rate | 52.2% | 59.7%-7.5pp | 68.7%-16.5pp | 67.2%-15.0pp |
| Annual return | 8.33% | 81.83%-73.5pp | 133.20%-124.9pp | 1364.94%-1356.6pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,280 | $3,050-58.0% | $4,411-71.0% | $4,346-70.5% |
| Admin fee / account holder | $1,008 | $3,021-66.6% | $8,285-87.8% | $1,942-48.1% |