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 8-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 | $1,296 | $133,922-99.0% | $116,228-98.9% | $142,382-99.1% |
| Participation rate | 21.4% | 77.9%-56.4pp | 74.6%-53.1pp | 80.1%-58.7pp |
| Annual return | 3.00% | 147.76%-144.8pp | 90.06%-87.1pp | 217.08%-214.1pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $17 | $5,672-99.7% | $4,953-99.6% | $6,507-99.7% |
| Admin fee / account holder | $1,792 | $14,945-88.0% | $11,989-85.1% | $12,624-85.8% |