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 7-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 | $2,104 | $96,635-97.8% | $86,612-97.6% | $139,434-98.5% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | -19.51% | 106.41%-125.9pp | 591.07%-610.6pp | 372.94%-392.4pp |
| Employer contribution / active EE | $382 | $3,263-88.3% | $3,022-87.4% | $4,751-92.0% |
| Participant deferral / active EE | $589 | $4,836-87.8% | $4,438-86.7% | $6,710-91.2% |
| Admin fee / account holder | $509 | $6,408-92.1% | $5,614-90.9% | $11,403-95.5% |