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 | $2,461 | $72,400-96.6% | $67,502-96.4% | $145,922-98.3% |
| Participation rate | 33.3% | 76.9%-43.5pp | 72.9%-39.5pp | 80.3%-46.9pp |
| Annual return | 6.25% | 7182.46%-7176.2pp | 3512.12%-3505.9pp | 561.29%-555.0pp |
| Employer contribution / active EE | $469 | $3,069-84.7% | $2,731-82.8% | $4,660-89.9% |
| Participant deferral / active EE | $690 | $4,783-85.6% | $4,000-82.7% | $6,688-89.7% |
| Admin fee / account holder | $18,556 | $5,539+235.0% | $3,998+364.2% | $13,397+38.5% |