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 | $3,396 | $101,283-96.6% | $75,826-95.5% | $135,375-97.5% |
| Participation rate | 63.6% | 72.7%-9.1pp | 68.2%-4.6pp | 82.6%-19.0pp |
| Annual return | -83.74% | 3384.62%-3468.4pp | 1914.15%-1997.9pp | 519.73%-603.5pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,100 | $3,469-39.5% | $2,862-26.6% | $5,609-62.6% |
| Admin fee / account holder | $438 | $6,539-93.3% | $4,726-90.7% | $10,827-96.0% |