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 | $2,741 | $100,773-97.3% | $88,946-96.9% | $142,382-98.1% |
| Participation rate | 40.0% | 74.3%-34.3pp | 68.8%-28.8pp | 80.1%-40.1pp |
| Annual return | -63.99% | 70.18%-134.2pp | 57.82%-121.8pp | 217.08%-281.1pp |
| Employer contribution / active EE | $292 | $2,918-90.0% | $2,555-88.6% | $4,299-93.2% |
| Participant deferral / active EE | $285 | $5,230-94.6% | $4,581-93.8% | $6,507-95.6% |
| Admin fee / account holder | $2,703 | $9,693-72.1% | $8,261-67.3% | $12,624-78.6% |