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.
Employer 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 | $542 | $84,402-99.4% | $61,373-99.1% | $134,475-99.6% |
| Participation rate | 14.3% | 62.2%-47.9pp | 52.6%-38.3pp | 81.2%-66.9pp |
| Annual return | -74.85% | 584.55%-659.4pp | 338.61%-413.5pp | 417.96%-492.8pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $1,159-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $429 | $2,819-84.8% | $2,125-79.8% | $6,400-93.3% |
| Admin fee / account holder | $416 | $2,585-83.9% | $2,130-80.5% | $11,426-96.4% |