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 3-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 | $1,401 | $108,919-98.7% | $100,391-98.6% | $145,922-99.0% |
| Participation rate | 50.0% | 82.9%-32.9pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 8.19% | 57.88%-49.7pp | 49.20%-41.0pp | 561.29%-553.1pp |
| Employer contribution / active EE | $395 | $4,419-91.1% | $3,942-90.0% | $4,660-91.5% |
| Participant deferral / active EE | $395 | $8,445-95.3% | $8,082-95.1% | $6,688-94.1% |
| Admin fee / account holder | $1,053 | $9,689-89.1% | $7,899-86.7% | $13,397-92.1% |