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 | $2,663 | $159,901-98.3% | $146,958-98.2% | $145,922-98.2% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-46.9pp |
| Annual return | -0.28% | 98.13%-98.4pp | 418.34%-418.6pp | 561.29%-561.6pp |
| Employer contribution / active EE | $1,138 | $5,286-78.5% | $4,933-76.9% | $4,660-75.6% |
| Participant deferral / active EE | $1,138 | $8,428-86.5% | $8,070-85.9% | $6,688-83.0% |
| Admin fee / account holder | $392,044 | $15,044+2506.0% | $12,998+2916.2% | $13,397+2826.4% |