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 10-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 | $3,707 | $77,503-95.2% | $100,391-96.3% | $80,856-95.4% |
| Participation rate | 0.0% | 76.9%-76.9pp | 81.5%-81.5pp | 67.6%-67.6pp |
| Annual return | -81.71% | 37.20%-118.9pp | 49.20%-130.9pp | 35.59%-117.3pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,885 | $6,820-57.7% | $8,082-64.3% | $4,296-32.8% |
| Admin fee / account holder | $68,334 | $5,897+1058.8% | $7,899+765.1% | $6,918+887.8% |