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 9-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 | $6,291 | $37,426-83.2% | $77,482-91.9% | $79,858-92.1% |
| Participation rate | 9.1% | 41.5%-32.4pp | 54.2%-45.1pp | 69.6%-60.5pp |
| Annual return | 3.50% | 39.70%-36.2pp | 54.79%-51.3pp | 31.71%-28.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $60 | $1,260-95.3% | $1,861-96.8% | $3,740-98.4% |
| Admin fee / account holder | $3,715 | $2,504+48.4% | $2,858+30.0% | $5,306-30.0% |