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 | $3,224 | $54,350-94.1% | $82,719-96.1% | $68,494-95.3% |
| Participation rate | 41.9% | 63.9%-22.0pp | 72.6%-30.6pp | 67.9%-26.0pp |
| Annual return | -23.26% | -13.67%-9.6pp | 701.18%-724.4pp | -7.84%-15.4pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $621 | $3,246-80.9% | $4,395-85.9% | $4,027-84.6% |
| Admin fee / account holder | $915 | $4,395-79.2% | $5,329-82.8% | $5,403-83.1% |