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 4-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 | $12,580 | $80,724-84.4% | $103,333-87.8% | $74,495-83.1% |
| Participation rate | 2.2% | 65.7%-63.5pp | 74.5%-72.3pp | 67.2%-65.0pp |
| Annual return | 10.23% | 27.56%-17.3pp | 24.88%-14.7pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $146 | $3,860-96.2% | $5,057-97.1% | $4,346-96.6% |
| Admin fee / account holder | $5,115 | $2,368+116.0% | $8,355-38.8% | $1,942+163.4% |