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 10-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 | $4,515 | $76,000-94.1% | $154,107-97.1% | $64,186-93.0% |
| Participation rate | 11.1% | 70.4%-59.3pp | 83.0%-71.9pp | 69.6%-58.5pp |
| Annual return | -40.55% | 30.32%-70.9pp | 735.12%-775.7pp | 7.63%-48.2pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $425 | $3,175-86.6% | $5,081-91.6% | $3,470-87.7% |
| Admin fee / account holder | $1,154 | $5,596-79.4% | $13,411-91.4% | $4,888-76.4% |