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 9-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.
Employer 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 | $3,383 | $108,642-96.9% | $74,701-95.5% | $152,861-97.8% |
| Participation rate | 20.8% | 65.3%-44.5pp | 54.5%-33.6pp | 82.4%-61.6pp |
| Annual return | -3.32% | 114.06%-117.4pp | 752.92%-756.2pp | 345.32%-348.6pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $1,084-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $486 | $2,712-82.1% | $1,964-75.3% | $5,850-91.7% |
| Admin fee / account holder | $680 | $4,902-86.1% | $3,333-79.6% | $11,596-94.1% |