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 4-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 | $3,143 | $140,940-97.8% | $112,229-97.2% | $139,434-97.7% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | -0.20% | 32.71%-32.9pp | 30.20%-30.4pp | 372.94%-373.1pp |
| Employer contribution / active EE | $1,635 | $4,283-61.8% | $3,430-52.4% | $4,751-65.6% |
| Participant deferral / active EE | $301 | $5,874-94.9% | $4,798-93.7% | $6,710-95.5% |
| Admin fee / account holder | $1,176 | $9,954-88.2% | $7,748-84.8% | $11,403-89.7% |