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 | $3,266 | $95,862-96.6% | $79,550-95.9% | $134,475-97.6% |
| Participation rate | 13.0% | 75.0%-62.0pp | 69.5%-56.4pp | 81.2%-68.2pp |
| Annual return | -124.22% | -2.69%-121.5pp | 0.16%-124.4pp | 417.96%-542.2pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $451 | $4,693-90.4% | $3,985-88.7% | $6,400-92.9% |
| Admin fee / account holder | $815 | $9,126-91.1% | $6,832-88.1% | $11,426-92.9% |