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 | $1,725 | $73,867-97.7% | $143,757-98.8% | $68,494-97.5% |
| Participation rate | 6.3% | 66.7%-60.4pp | 80.3%-74.1pp | 67.9%-61.6pp |
| Annual return | -38.67% | 1.01%-39.7pp | -0.04%-38.6pp | -7.84%-30.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $120 | $3,384-96.5% | $5,637-97.9% | $4,027-97.0% |
| Admin fee / account holder | $571 | $5,755-90.1% | $14,673-96.1% | $5,403-89.4% |