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 | $7,104 | $108,919-93.5% | $100,391-92.9% | $145,922-95.1% |
| Participation rate | 26.1% | 82.9%-56.8pp | 81.5%-55.4pp | 80.3%-54.2pp |
| Annual return | 10.04% | 57.88%-47.8pp | 49.20%-39.2pp | 561.29%-551.2pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $895 | $8,445-89.4% | $8,082-88.9% | $6,688-86.6% |
| Admin fee / account holder | $7,326 | $9,689-24.4% | $7,899-7.3% | $13,397-45.3% |