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 | $3,616 | $83,902-95.7% | $167,512-97.8% | $84,808-95.7% |
| Participation rate | 4.0% | 66.5%-62.5pp | 77.1%-73.1pp | 68.3%-64.3pp |
| Annual return | 6.03% | 91.55%-85.5pp | 1615.79%-1609.8pp | 40.90%-34.9pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $123 | $4,442-97.2% | $6,405-98.1% | $4,212-97.1% |
| Admin fee / account holder | $2,580 | $7,915-67.4% | $9,769-73.6% | $7,344-64.9% |