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 | $5,573 | $54,701-89.8% | $86,188-93.5% | $71,457-92.2% |
| Participation rate | 16.3% | 60.1%-43.8pp | 69.0%-52.7pp | 67.9%-51.6pp |
| Annual return | 12.44% | 20.06%-7.6pp | 1168.45%-1156.0pp | 28.85%-16.4pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $441 | $3,108-85.8% | $3,985-88.9% | $4,289-89.7% |
| Admin fee / account holder | $4,117 | $1,922+114.3% | $6,852-39.9% | $1,587+159.4% |