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 | $1,123 | $65,561-98.3% | $86,188-98.7% | $75,163-98.5% |
| Participation rate | 18.5% | 60.5%-42.0pp | 69.0%-50.4pp | 67.2%-48.7pp |
| Annual return | 9.90% | 46.05%-36.2pp | 1168.45%-1158.5pp | 160.62%-150.7pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $388 | $3,024-87.2% | $3,985-90.3% | $4,125-90.6% |
| Admin fee / account holder | $8,071 | $5,474+47.4% | $6,852+17.8% | $5,651+42.8% |