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.
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 | $6,113 | $156,846-96.1% | $121,098-95.0% | $139,434-95.6% |
| Participation rate | 20.0% | 76.4%-56.4pp | 69.5%-49.5pp | 80.3%-60.3pp |
| Annual return | -26.42% | 1474.56%-1501.0pp | 985.75%-1012.2pp | 372.94%-399.4pp |
| Employer contribution / active EE | $141 | $5,536-97.5% | $4,164-96.6% | $4,751-97.0% |
| Participant deferral / active EE | $563 | $4,844-88.4% | $4,080-86.2% | $6,710-91.6% |
| Admin fee / account holder | $1,797 | $6,946-74.1% | $5,644-68.2% | $11,403-84.2% |