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 6-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 | $4,772 | $73,933-93.5% | $96,683-95.1% | $75,163-93.7% |
| Participation rate | 7.4% | 66.4%-59.0pp | 74.3%-66.9pp | 67.2%-59.8pp |
| Annual return | 6.06% | 26.70%-20.6pp | 35.69%-29.6pp | 160.62%-154.6pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $525 | $3,659-85.7% | $4,878-89.2% | $4,125-87.3% |
| Admin fee / account holder | $22,017 | $5,216+322.1% | $6,730+227.2% | $5,651+289.6% |