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 | $3,515 | $69,207-94.9% | $64,056-94.5% | $139,434-97.5% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | -1.73% | 45.88%-47.6pp | 33.69%-35.4pp | 372.94%-374.7pp |
| Employer contribution / active EE | $633 | $3,182-80.1% | $2,747-76.9% | $4,751-86.7% |
| Participant deferral / active EE | $600 | $4,682-87.2% | $3,880-84.5% | $6,710-91.1% |
| Admin fee / account holder | $602 | $4,244-85.8% | $3,068-80.4% | $11,403-94.7% |