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 | $4,317 | $65,365-93.4% | $92,893-95.4% | $72,985-94.1% |
| Participation rate | 40.6% | 68.3%-27.7pp | 76.0%-35.4pp | 69.5%-28.9pp |
| Annual return | -0.67% | 42.10%-42.8pp | 109.41%-110.1pp | 81.00%-81.7pp |
| Employer contribution / active EE | $773 | $2,594-70.2% | $3,653-78.8% | $2,440-68.3% |
| Participant deferral / active EE | $3 | $3,128-99.9% | $4,236-99.9% | $3,607-99.9% |
| Admin fee / account holder | $1,276 | $4,251-70.0% | $5,794-78.0% | $5,124-75.1% |