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 | $3,933 | $63,346-93.8% | $92,233-95.7% | $70,131-94.4% |
| Participation rate | 32.0% | 68.7%-36.7pp | 76.5%-44.5pp | 69.5%-37.5pp |
| Annual return | -7.10% | 530.12%-537.2pp | 176.28%-183.4pp | 73.14%-80.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $689 | $2,854-75.9% | $3,897-82.3% | $3,332-79.3% |
| Admin fee / account holder | $661 | $3,840-82.8% | $5,194-87.3% | $4,645-85.8% |