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 6-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 | $6,630 | $54,350-87.8% | $82,719-92.0% | $68,494-90.3% |
| Participation rate | 63.0% | 63.9%-1.0pp | 72.6%-9.6pp | 67.9%-4.9pp |
| Annual return | -23.75% | -13.67%-10.1pp | 701.18%-724.9pp | -7.84%-15.9pp |
| Employer contribution / active EE | $30 | $2,218-98.7% | $3,009-99.0% | $2,596-98.9% |
| Participant deferral / active EE | $976 | $3,246-69.9% | $4,395-77.8% | $4,027-75.8% |
| Admin fee / account holder | $739 | $4,395-83.2% | $5,329-86.1% | $5,403-86.3% |