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 10-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 | $6,650 | $157,256-95.8% | $141,162-95.3% | $152,861-95.6% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.4%-82.4pp |
| Annual return | -2.29% | 64.32%-66.6pp | 71.39%-73.7pp | 345.32%-347.6pp |
| Employer contribution / active EE | $1,267 | $5,261-75.9% | $4,735-73.2% | $4,762-73.4% |
| Participant deferral / active EE | $2,180 | $7,109-69.3% | $6,709-67.5% | $5,850-62.7% |
| Admin fee / account holder | $6,082 | $12,120-49.8% | $10,261-40.7% | $11,596-47.6% |