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 | $2,172 | $50,815-95.7% | $155,509-98.6% | $77,643-97.2% |
| Participation rate | 4.9% | 63.1%-58.2pp | 78.2%-73.3pp | 70.6%-65.7pp |
| Annual return | -7.77% | 34.80%-42.6pp | 64.67%-72.4pp | 31.24%-39.0pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $21 | $2,822-99.3% | $5,626-99.6% | $4,647-99.6% |
| Admin fee / account holder | $367 | $437-16.0% | $15,912-97.7% | $430-14.8% |