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 | $4,409 | $93,571-95.3% | $135,903-96.8% | $75,163-94.1% |
| Participation rate | 7.8% | 75.2%-67.3pp | 81.9%-74.1pp | 67.2%-59.3pp |
| Annual return | -25.35% | 30.90%-56.3pp | 68.23%-93.6pp | 160.62%-186.0pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $256 | $6,404-96.0% | $7,758-96.7% | $4,125-93.8% |
| Admin fee / account holder | $845 | $6,975-87.9% | $10,762-92.2% | $5,651-85.1% |