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 7-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 | $2,588 | $202,432-98.7% | $169,368-98.5% | $139,434-98.1% |
| Participation rate | 43.8% | 81.1%-37.3pp | 77.1%-33.4pp | 80.3%-36.6pp |
| Annual return | 2.11% | 531.74%-529.6pp | 405.60%-403.5pp | 372.94%-370.8pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,079 | $6,938-84.4% | $6,221-82.7% | $6,710-83.9% |
| Admin fee / account holder | $2,777 | $10,708-74.1% | $9,003-69.2% | $11,403-75.6% |