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 | $2,569 | $74,927-96.6% | $101,794-97.5% | $84,808-97.0% |
| Participation rate | 60.8% | 61.4%-0.6pp | 69.2%-8.4pp | 68.3%-7.5pp |
| Annual return | 10.19% | 18.70%-8.5pp | 30.53%-20.3pp | 40.90%-30.7pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $47 | $3,099-98.5% | $4,084-98.8% | $4,212-98.9% |
| Admin fee / account holder | $451 | $6,514-93.1% | $8,777-94.9% | $7,344-93.9% |