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 | $1,375 | $101,724-98.6% | $164,813-99.2% | $80,856-98.3% |
| Participation rate | 48.6% | 71.8%-23.3pp | 78.6%-30.0pp | 67.6%-19.1pp |
| Annual return | 5.69% | 16.72%-11.0pp | 69.93%-64.2pp | 35.59%-29.9pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $506 | $4,477-88.7% | $6,031-91.6% | $4,296-88.2% |
| Admin fee / account holder | $613 | $8,227-92.6% | $12,690-95.2% | $6,918-91.1% |