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 | $709 | $30,400-97.7% | $53,898-98.7% | $84,808-99.2% |
| Participation rate | 65.8% | 46.4%+19.3pp | 55.0%+10.8pp | 68.3%-2.5pp |
| Annual return | -14.77% | 500.19%-515.0pp | 528.60%-543.4pp | 40.90%-55.7pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $196 | $1,199-83.7% | $1,826-89.3% | $4,212-95.4% |
| Admin fee / account holder | $326 | $1,993-83.6% | $2,491-86.9% | $7,344-95.6% |