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 | $232 | $27,641-99.2% | $61,373-99.6% | $68,494-99.7% |
| Participation rate | 2.4% | 39.5%-37.1pp | 52.6%-50.1pp | 67.9%-65.4pp |
| Annual return | -35.34% | -13.24%-22.1pp | 338.61%-373.9pp | -7.84%-27.5pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4 | $1,263-99.7% | $2,125-99.8% | $4,027-99.9% |
| Admin fee / account holder | $303 | $2,010-84.9% | $2,130-85.8% | $5,403-94.4% |