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 | $5,146 | $54,350-90.5% | $82,719-93.8% | $68,494-92.5% |
| Participation rate | 20.3% | 63.9%-43.6pp | 72.6%-52.3pp | 67.9%-47.6pp |
| Annual return | -49.86% | -13.67%-36.2pp | 701.18%-751.0pp | -7.84%-42.0pp |
| Employer contribution / active EE | $268 | $2,218-87.9% | $3,009-91.1% | $2,596-89.7% |
| Participant deferral / active EE | $760 | $3,246-76.6% | $4,395-82.7% | $4,027-81.1% |
| Admin fee / account holder | $686 | $4,395-84.4% | $5,329-87.1% | $5,403-87.3% |