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 | $95 | $81,248-99.9% | $155,509-99.9% | $80,856-99.9% |
| Participation rate | 8.0% | 66.2%-58.2pp | 78.2%-70.2pp | 67.6%-59.6pp |
| Annual return | 0.32% | 33.31%-33.0pp | 64.67%-64.3pp | 35.59%-35.3pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $82 | $3,452-97.6% | $5,626-98.5% | $4,296-98.1% |
| Admin fee / account holder | $46,535 | $7,997+481.9% | $15,912+192.5% | $6,918+572.7% |