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 | $1,710 | $81,460-97.9% | $103,333-98.3% | $80,856-97.9% |
| Participation rate | 11.8% | 66.8%-55.0pp | 74.5%-62.7pp | 67.6%-55.8pp |
| Annual return | -0.78% | 25.55%-26.3pp | 24.88%-25.7pp | 35.59%-36.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $206 | $3,869-94.7% | $5,057-95.9% | $4,296-95.2% |
| Admin fee / account holder | $5,218 | $6,566-20.5% | $8,355-37.5% | $6,918-24.6% |