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 4-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 | $983 | $29,660-96.7% | $56,411-98.3% | $80,856-98.8% |
| Participation rate | 3.8% | 41.6%-37.8pp | 52.5%-48.6pp | 67.6%-63.8pp |
| Annual return | 0.65% | 35.23%-34.6pp | 1701.33%-1700.7pp | 35.59%-34.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $84 | $1,226-93.1% | $1,952-95.7% | $4,296-98.0% |
| Admin fee / account holder | $594 | $2,428-75.6% | $2,829-79.0% | $6,918-91.4% |