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 | $1,592 | $94,338-98.3% | $100,534-98.4% | $142,382-98.9% |
| Participation rate | 30.0% | 81.7%-51.7pp | 80.6%-50.6pp | 80.1%-50.1pp |
| Annual return | -31.45% | 29.20%-60.7pp | 32.66%-64.1pp | 217.08%-248.5pp |
| Employer contribution / active EE | $0 | $4,237-100.0% | $4,346-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $242 | $5,934-95.9% | $6,144-96.1% | $6,507-96.3% |
| Admin fee / account holder | $3,384 | $8,421-59.8% | $7,654-55.8% | $12,624-73.2% |