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 | $1,122 | $74,927-98.5% | $101,794-98.9% | $84,808-98.7% |
| Participation rate | 0.0% | 61.4%-61.4pp | 69.2%-69.2pp | 68.3%-68.3pp |
| Annual return | -44.09% | 18.70%-62.8pp | 30.53%-74.6pp | 40.90%-85.0pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6 | $3,099-99.8% | $4,084-99.9% | $4,212-99.9% |
| Admin fee / account holder | $60,436 | $6,514+827.8% | $8,777+588.6% | $7,344+723.0% |