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 | $4,466 | $99,918-95.5% | $81,382-94.5% | $145,922-96.9% |
| Participation rate | 31.3% | 74.2%-42.9pp | 69.5%-38.2pp | 80.3%-49.0pp |
| Annual return | -12.71% | 34.32%-47.0pp | 24.73%-37.4pp | 561.29%-574.0pp |
| Employer contribution / active EE | $369 | $2,978-87.6% | $2,463-85.0% | $4,660-92.1% |
| Participant deferral / active EE | $465 | $4,605-89.9% | $3,883-88.0% | $6,688-93.0% |
| Admin fee / account holder | $736 | $8,212-91.0% | $5,768-87.2% | $13,397-94.5% |