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 8-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 | $4,884 | $150,440-96.8% | $136,294-96.4% | $147,584-96.7% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 7.44% | 1049.08%-1041.6pp | 5155.94%-5148.5pp | 578.55%-571.1pp |
| Employer contribution / active EE | $1,188 | $5,256-77.4% | $4,695-74.7% | $4,876-75.6% |
| Participant deferral / active EE | $855 | $6,630-87.1% | $6,247-86.3% | $5,439-84.3% |
| Admin fee / account holder | $5,361 | $10,905-50.8% | $9,243-42.0% | $10,885-50.7% |