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 | $203 | $117,983-99.8% | $101,794-99.8% | $142,382-99.9% |
| Participation rate | 69.2% | 74.2%-5.0pp | 69.2%0pp | 80.1%-10.9pp |
| Annual return | 4.97% | 36.92%-31.9pp | 30.53%-25.6pp | 217.08%-212.1pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $258 | $4,714-94.5% | $4,084-93.7% | $6,507-96.0% |
| Admin fee / account holder | $1,343 | $10,433-87.1% | $8,777-84.7% | $12,624-89.4% |