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 7-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 | $8,947 | $60,323-85.2% | $81,812-89.1% | $74,495-88.0% |
| Participation rate | 35.0% | 62.9%-27.9pp | 72.3%-37.4pp | 67.2%-32.2pp |
| Annual return | 11.34% | 16.90%-5.6pp | 773.79%-762.5pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $391 | $2,620-85.1% | $2,912-86.6% | $2,623-85.1% |
| Participant deferral / active EE | $579 | $3,387-82.9% | $4,319-86.6% | $4,346-86.7% |
| Admin fee / account holder | $409 | $1,486-72.5% | $7,386-94.5% | $1,942-78.9% |