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 | $10,246 | $79,944-87.2% | $98,439-89.6% | $75,163-86.4% |
| Participation rate | 2.8% | 70.4%-67.6pp | 75.2%-72.4pp | 67.2%-64.4pp |
| Annual return | 9.79% | 19.75%-10.0pp | 21.16%-11.4pp | 160.62%-150.8pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $71 | $3,752-98.1% | $4,738-98.5% | $4,125-98.3% |
| Admin fee / account holder | $417 | $6,840-93.9% | $8,948-95.3% | $5,651-92.6% |