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 | $4,523 | $111,724-96.0% | $93,606-95.2% | $145,922-96.9% |
| Participation rate | 37.5% | 74.2%-36.7pp | 68.7%-31.2pp | 80.3%-42.8pp |
| Annual return | 1.84% | 202.98%-201.1pp | 133.20%-131.4pp | 561.29%-559.4pp |
| Employer contribution / active EE | $925 | $3,090-70.1% | $2,420-61.8% | $4,660-80.1% |
| Participant deferral / active EE | $925 | $4,912-81.2% | $4,411-79.0% | $6,688-86.2% |
| Admin fee / account holder | $917 | $10,250-91.1% | $8,285-88.9% | $13,397-93.2% |