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 | $5,273 | $238,490-97.8% | $180,183-97.1% | $142,382-96.3% |
| Participation rate | 0.0% | 82.3%-82.3pp | 77.4%-77.4pp | 80.1%-80.1pp |
| Annual return | 4.13% | 33.56%-29.4pp | 27.86%-23.7pp | 217.08%-212.9pp |
| Employer contribution / active EE | $3,906 | $6,143-36.4% | $5,039-22.5% | $4,299-9.2% |
| Participant deferral / active EE | $1,381 | $7,996-82.7% | $6,822-79.8% | $6,507-78.8% |
| Admin fee / account holder | $169,800 | $28,866+488.2% | $19,975+750.0% | $12,624+1245.1% |