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 10-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 | $3,581 | $140,588-97.5% | $123,104-97.1% | $125,391-97.1% |
| Participation rate | 33.3% | 88.2%-54.9pp | 86.8%-53.4pp | 83.2%-49.9pp |
| Annual return | -3.89% | 16.80%-20.7pp | 13.22%-17.1pp | 282.22%-286.1pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $334 | $6,980-95.2% | $6,230-94.6% | $5,352-93.8% |
| Admin fee / account holder | $522 | $11,198-95.3% | $9,015-94.2% | $9,540-94.5% |