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 | $7,726 | $102,317-92.4% | $146,958-94.7% | $80,856-90.4% |
| Participation rate | 7.5% | 75.8%-68.3pp | 82.2%-74.6pp | 67.6%-60.1pp |
| Annual return | 9.27% | 134.76%-125.5pp | 418.34%-409.1pp | 35.59%-26.3pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $377 | $6,644-94.3% | $8,070-95.3% | $4,296-91.2% |
| Admin fee / account holder | $42,973 | $7,941+441.1% | $12,998+230.6% | $6,918+521.2% |