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 4-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 | $2,442 | $95,416-97.4% | $185,823-98.7% | $85,850-97.2% |
| Participation rate | 14.8% | 68.8%-53.9pp | 81.7%-66.9pp | 69.3%-54.5pp |
| Annual return | -41.72% | 23.59%-65.3pp | 122.05%-163.8pp | 318.53%-360.3pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $364 | $3,423-89.4% | $5,568-93.5% | $3,952-90.8% |
| Admin fee / account holder | $1,394 | $7,213-80.7% | $16,237-91.4% | $6,260-77.7% |