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 9-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 | $3,397 | $183,519-98.1% | $155,509-97.8% | $145,922-97.7% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 4.65% | 61.17%-56.5pp | 64.67%-60.0pp | 561.29%-556.6pp |
| Employer contribution / active EE | $1,065 | $5,313-80.0% | $4,672-77.2% | $4,660-77.1% |
| Participant deferral / active EE | $998 | $6,462-84.6% | $5,626-82.3% | $6,688-85.1% |
| Admin fee / account holder | $523 | $19,313-97.3% | $15,912-96.7% | $13,397-96.1% |