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 3-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 | $9,370 | $91,762-89.8% | $67,502-86.1% | $77,643-87.9% |
| Participation rate | 12.8% | 75.9%-63.1pp | 72.9%-60.1pp | 70.6%-57.8pp |
| Annual return | 10.83% | 14.87%-4.0pp | 3512.12%-3501.3pp | 31.24%-20.4pp |
| Employer contribution / active EE | $0 | $3,181-100.0% | $2,731-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $587 | $3,903-85.0% | $4,000-85.3% | $4,647-87.4% |
| Admin fee / account holder | $2,137 | $176+1114.0% | $3,998-46.6% | $430+396.4% |