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 | $5,929 | $111,724-94.7% | $93,606-93.7% | $145,922-95.9% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | -34.85% | 202.98%-237.8pp | 133.20%-168.0pp | 561.29%-596.1pp |
| Employer contribution / active EE | $552 | $3,090-82.1% | $2,420-77.2% | $4,660-88.1% |
| Participant deferral / active EE | $668 | $4,912-86.4% | $4,411-84.8% | $6,688-90.0% |
| Admin fee / account holder | $1,662 | $10,250-83.8% | $8,285-79.9% | $13,397-87.6% |