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 | $133 | $81,625-99.8% | $58,482-99.8% | $139,434-99.9% |
| Participation rate | 7.7% | 61.3%-53.6pp | 50.9%-43.2pp | 80.3%-72.6pp |
| Annual return | -239.34% | 7404.20%-7643.5pp | 4239.32%-4478.7pp | 372.94%-612.3pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $91 | $2,557-96.4% | $1,924-95.3% | $6,710-98.6% |
| Admin fee / account holder | $517 | $3,265-84.2% | $2,516-79.5% | $11,403-95.5% |