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 | $7,971 | $78,103-89.8% | $289,028-97.2% | $116,875-93.2% |
| Participation rate | 3.3% | 69.5%-66.2pp | 78.0%-74.7pp | 74.5%-71.3pp |
| Annual return | 7.93% | 15.26%-7.3pp | 243.94%-236.0pp | 16.29%-8.4pp |
| Employer contribution / active EE | $0 | $2,718-100.0% | $6,326-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $22 | $2,921-99.2% | $4,804-99.5% | $3,885-99.4% |
| Admin fee / account holder | $407 | $8,683-95.3% | $14,050-97.1% | $12,263-96.7% |