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 5-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 | $2,179 | $54,350-96.0% | $82,719-97.4% | $68,494-96.8% |
| Participation rate | 6.6% | 63.9%-57.4pp | 72.6%-66.0pp | 67.9%-61.3pp |
| Annual return | -31.41% | -13.67%-17.7pp | 701.18%-732.6pp | -7.84%-23.6pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $166 | $3,246-94.9% | $4,395-96.2% | $4,027-95.9% |
| Admin fee / account holder | $1,407 | $4,395-68.0% | $5,329-73.6% | $5,403-74.0% |