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 | $1,253 | $29,660-95.8% | $56,411-97.8% | $80,856-98.5% |
| Participation rate | 26.7% | 41.6%-15.0pp | 52.5%-25.8pp | 67.6%-41.0pp |
| Annual return | 6.06% | 35.23%-29.2pp | 1701.33%-1695.3pp | 35.59%-29.5pp |
| Employer contribution / active EE | $135 | $669-79.8% | $1,039-87.0% | $2,755-95.1% |
| Participant deferral / active EE | $222 | $1,226-81.9% | $1,952-88.6% | $4,296-94.8% |
| Admin fee / account holder | $835 | $2,428-65.6% | $2,829-70.5% | $6,918-87.9% |