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 9-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 | $2,689 | $72,400-96.3% | $67,502-96.0% | $145,922-98.2% |
| Participation rate | 12.5% | 76.9%-64.4pp | 72.9%-60.4pp | 80.3%-67.8pp |
| Annual return | 6.61% | 7182.46%-7175.8pp | 3512.12%-3505.5pp | 561.29%-554.7pp |
| Employer contribution / active EE | $401 | $3,069-86.9% | $2,731-85.3% | $4,660-91.4% |
| Participant deferral / active EE | $107 | $4,783-97.8% | $4,000-97.3% | $6,688-98.4% |
| Admin fee / account holder | $39,785 | $5,539+618.3% | $3,998+895.2% | $13,397+197.0% |