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 3-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 | $2,283 | $102,604-97.8% | $86,188-97.4% | $139,434-98.4% |
| Participation rate | 27.3% | 74.5%-47.2pp | 69.0%-41.7pp | 80.3%-53.0pp |
| Annual return | 6.09% | 1922.51%-1916.4pp | 1168.45%-1162.4pp | 372.94%-366.9pp |
| Employer contribution / active EE | $812 | $3,032-73.2% | $2,380-65.9% | $4,751-82.9% |
| Participant deferral / active EE | $829 | $4,676-82.3% | $3,985-79.2% | $6,710-87.7% |
| Admin fee / account holder | $2,316 | $8,657-73.2% | $6,852-66.2% | $11,403-79.7% |