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 3-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 | $1,834 | $55,415-96.7% | $155,509-98.8% | $74,495-97.5% |
| Participation rate | 0.5% | 61.9%-61.4pp | 78.2%-77.7pp | 67.2%-66.7pp |
| Annual return | 1.00% | 268.50%-267.5pp | 64.67%-63.7pp | 1364.94%-1363.9pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $8 | $2,836-99.7% | $5,626-99.9% | $4,346-99.8% |
| Admin fee / account holder | $2,964 | $1,738+70.5% | $15,912-81.4% | $1,942+52.6% |