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 5-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 | $563 | $34,934-98.4% | $56,411-99.0% | $74,495-99.2% |
| Participation rate | 40.5% | 32.8%+7.7pp | 52.5%-12.0pp | 67.2%-26.7pp |
| Annual return | 9.35% | 25.94%-16.6pp | 1701.33%-1692.0pp | 1364.94%-1355.6pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $124 | $1,170-89.4% | $1,952-93.6% | $4,346-97.1% |
| Admin fee / account holder | $499 | $2,364-78.9% | $2,829-82.4% | $1,942-74.3% |