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 | $47 | $51,576-99.9% | $129,207-100.0% | $80,856-99.9% |
| Participation rate | 1.7% | 57.0%-55.3pp | 69.6%-67.9pp | 67.6%-66.0pp |
| Annual return | 10.37% | 20.81%-10.4pp | 9417.33%-9407.0pp | 35.59%-25.2pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $32 | $2,669-98.8% | $4,168-99.2% | $4,296-99.3% |
| Admin fee / account holder | $4,966 | $4,305+15.4% | $7,715-35.6% | $6,918-28.2% |