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 | $4,366 | $106,584-95.9% | $101,326-95.7% | $142,382-96.9% |
| Participation rate | 63.6% | 82.7%-19.1pp | 81.5%-17.9pp | 80.1%-16.5pp |
| Annual return | -15.46% | 36.93%-52.4pp | 36.82%-52.3pp | 217.08%-232.5pp |
| Employer contribution / active EE | $65 | $3,956-98.4% | $3,665-98.2% | $4,299-98.5% |
| Participant deferral / active EE | $99 | $8,297-98.8% | $7,994-98.8% | $6,507-98.5% |
| Admin fee / account holder | $13,232 | $11,446+15.6% | $11,185+18.3% | $12,624+4.8% |