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 | $6,604 | $110,094-94.0% | $151,611-95.6% | $68,494-90.4% |
| Participation rate | 60.8% | 84.0%-23.2pp | 87.5%-26.7pp | 67.9%-7.1pp |
| Annual return | -20.12% | -10.12%-10.0pp | 3.33%-23.4pp | -7.84%-12.3pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,737 | $6,527-73.4% | $8,363-79.2% | $4,027-56.9% |
| Admin fee / account holder | $1,093 | $7,719-85.8% | $11,616-90.6% | $5,403-79.8% |