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 8-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 | $1,312 | $90,600-98.6% | $79,464-98.3% | $135,375-99.0% |
| Participation rate | 9.1% | 76.0%-67.0pp | 73.3%-64.3pp | 82.6%-73.5pp |
| Annual return | -76.68% | 977.43%-1054.1pp | 718.14%-794.8pp | 519.73%-596.4pp |
| Employer contribution / active EE | $45 | $3,068-98.5% | $2,800-98.4% | $4,779-99.0% |
| Participant deferral / active EE | $45 | $4,050-98.9% | $3,704-98.8% | $5,609-99.2% |
| Admin fee / account holder | $937 | $5,907-84.1% | $5,113-81.7% | $10,827-91.3% |