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 | $1,166 | $24,730-95.3% | $66,042-98.2% | $84,808-98.6% |
| Participation rate | 0.0% | 68.1%-68.1pp | 67.5%-67.5pp | 68.3%-68.3pp |
| Annual return | -15.32% | 79.55%-94.9pp | 52.11%-67.4pp | 40.90%-56.2pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $116 | $1,737-93.3% | $2,835-95.9% | $4,212-97.2% |
| Admin fee / account holder | $12,809 | $3,014+325.0% | $5,747+122.9% | $7,344+74.4% |