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 | $1,303 | $70,669-98.2% | $169,368-99.2% | $75,163-98.3% |
| Participation rate | 6.3% | 64.8%-58.5pp | 77.1%-70.9pp | 67.2%-60.9pp |
| Annual return | 6.01% | 36.36%-30.4pp | 405.60%-399.6pp | 160.62%-154.6pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $83 | $4,311-98.1% | $6,221-98.7% | $4,125-98.0% |
| Admin fee / account holder | $1,360 | $5,402-74.8% | $9,003-84.9% | $5,651-75.9% |