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 | $992 | $30,400-96.7% | $53,898-98.2% | $84,808-98.8% |
| Participation rate | 57.1% | 46.4%+10.7pp | 55.0%+2.2pp | 68.3%-11.2pp |
| Annual return | 8.70% | 500.19%-491.5pp | 528.60%-519.9pp | 40.90%-32.2pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $18 | $1,199-98.5% | $1,826-99.0% | $4,212-99.6% |
| Admin fee / account holder | $372 | $1,993-81.4% | $2,491-85.1% | $7,344-94.9% |