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.
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 | $4,087 | $54,350-92.5% | $82,719-95.1% | $68,494-94.0% |
| Participation rate | 26.2% | 63.9%-37.7pp | 72.6%-46.3pp | 67.9%-41.7pp |
| Annual return | -20.69% | -13.67%-7.0pp | 701.18%-721.9pp | -7.84%-12.8pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $192 | $3,246-94.1% | $4,395-95.6% | $4,027-95.2% |
| Admin fee / account holder | $2,089 | $4,395-52.5% | $5,329-60.8% | $5,403-61.3% |