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 10-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 | $9,887 | $51,045-80.6% | $70,515-86.0% | $71,457-86.2% |
| Participation rate | 0.0% | 59.4%-59.4pp | 68.3%-68.3pp | 67.9%-67.9pp |
| Annual return | 10.97% | 42.63%-31.7pp | 32.77%-21.8pp | 28.85%-17.9pp |
| Employer contribution / active EE | $0 | $1,790-100.0% | $2,973-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $60 | $3,026-98.0% | $4,567-98.7% | $4,289-98.6% |
| Admin fee / account holder | $3,261 | $1,994+63.6% | $6,412-49.1% | $1,587+105.4% |