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 9-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.
Employer 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 | $6,113 | $97,757-93.7% | $83,848-92.7% | $135,375-95.5% |
| Participation rate | 26.3% | 80.0%-53.6pp | 76.1%-49.8pp | 82.6%-56.3pp |
| Annual return | -42.26% | 1287.37%-1329.6pp | 850.88%-893.1pp | 519.73%-562.0pp |
| Employer contribution / active EE | $669 | $4,222-84.2% | $3,631-81.6% | $4,779-86.0% |
| Participant deferral / active EE | $1,192 | $4,682-74.5% | $4,082-70.8% | $5,609-78.7% |
| Admin fee / account holder | $2,004 | $6,674-70.0% | $5,478-63.4% | $10,827-81.5% |