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 5-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 | $1,396 | $88,751-98.4% | $81,812-98.3% | $145,922-99.0% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 4.00% | 1025.40%-1021.4pp | 773.79%-769.8pp | 561.29%-557.3pp |
| Employer contribution / active EE | $362 | $3,083-88.3% | $2,912-87.6% | $4,660-92.2% |
| Participant deferral / active EE | $366 | $4,643-92.1% | $4,319-91.5% | $6,688-94.5% |
| Admin fee / account holder | $4,934 | $8,415-41.4% | $7,386-33.2% | $13,397-63.2% |