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 | $1,426 | $31,310-95.4% | $53,898-97.4% | $74,304-98.1% |
| Participation rate | 5.1% | 30.7%-25.6pp | 55.0%-49.9pp | 60.3%-55.3pp |
| Annual return | -5.08% | 23.16%-28.2pp | 528.60%-533.7pp | 29.43%-34.5pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $14 | $934-98.5% | $1,826-99.2% | $3,767-99.6% |
| Admin fee / account holder | $386 | $2,175-82.3% | $2,491-84.5% | $2,969-87.0% |