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 7-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 | $6,085 | $69,763-91.3% | $67,502-91.0% | $74,495-91.8% |
| Participation rate | 6.5% | 71.4%-64.9pp | 72.9%-66.4pp | 67.2%-60.7pp |
| Annual return | 4.60% | -40.34%+44.9pp | 3512.12%-3507.5pp | 1364.94%-1360.3pp |
| Employer contribution / active EE | $0 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $398 | $3,636-89.1% | $4,000-90.1% | $4,346-90.8% |
| Admin fee / account holder | $16,224 | $896+1711.0% | $3,998+305.9% | $1,942+735.6% |