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 | $4,203 | $80,717-94.8% | $154,803-97.3% | $84,808-95.0% |
| Participation rate | 24.4% | 66.8%-42.4pp | 78.1%-53.6pp | 68.3%-43.9pp |
| Annual return | 0.43% | 37.96%-37.5pp | 58.88%-58.4pp | 40.90%-40.5pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $457 | $3,303-86.2% | $5,540-91.8% | $4,212-89.2% |
| Admin fee / account holder | $880 | $6,746-87.0% | $14,329-93.9% | $7,344-88.0% |