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 | $4,845 | $183,519-97.4% | $155,509-96.9% | $145,922-96.7% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 0.92% | 61.17%-60.2pp | 64.67%-63.8pp | 561.29%-560.4pp |
| Employer contribution / active EE | $1,506 | $5,313-71.7% | $4,672-67.8% | $4,660-67.7% |
| Participant deferral / active EE | $1,294 | $6,462-80.0% | $5,626-77.0% | $6,688-80.6% |
| Admin fee / account holder | $670 | $19,313-96.5% | $15,912-95.8% | $13,397-95.0% |