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 | $3,389 | $70,428-95.2% | $96,562-96.5% | $85,850-96.1% |
| Participation rate | 21.4% | 61.8%-40.4pp | 69.8%-48.4pp | 69.3%-47.9pp |
| Annual return | -27.54% | 18.59%-46.1pp | 37.78%-65.3pp | 318.53%-346.1pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $481 | $2,894-83.4% | $3,849-87.5% | $3,952-87.8% |
| Admin fee / account holder | $822 | $4,997-83.5% | $6,181-86.7% | $6,260-86.9% |