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 | $4,112 | $209,411-98.0% | $178,490-97.7% | $158,922-97.4% |
| Participation rate | 5.9% | 86.3%-80.5pp | 81.9%-76.0pp | 82.0%-76.1pp |
| Annual return | 4.45% | 188.75%-184.3pp | 151.07%-146.6pp | 302.83%-298.4pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $203 | $5,954-96.6% | $5,202-96.1% | $5,982-96.6% |
| Admin fee / account holder | $10,157 | $17,074-40.5% | $13,984-27.4% | $11,246-9.7% |