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 10-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 | $12,470 | $55,415-77.5% | $155,509-92.0% | $74,495-83.3% |
| Participation rate | 4.7% | 61.9%-57.2pp | 78.2%-73.5pp | 67.2%-62.5pp |
| Annual return | 4.34% | 268.50%-264.2pp | 64.67%-60.3pp | 1364.94%-1360.6pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $105 | $2,836-96.3% | $5,626-98.1% | $4,346-97.6% |
| Admin fee / account holder | $5,404 | $1,738+210.9% | $15,912-66.0% | $1,942+178.3% |