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 5-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 | $3,420 | $48,265-92.9% | $68,791-95.0% | $68,494-95.0% |
| Participation rate | 23.7% | 60.7%-37.0pp | 69.0%-45.3pp | 67.9%-44.2pp |
| Annual return | -53.21% | -12.71%-40.5pp | -6.38%-46.8pp | -7.84%-45.4pp |
| Employer contribution / active EE | $379 | $1,829-79.3% | $2,655-85.7% | $2,596-85.4% |
| Participant deferral / active EE | $772 | $2,867-73.1% | $3,941-80.4% | $4,027-80.8% |
| Admin fee / account holder | $341 | $4,355-92.2% | $4,932-93.1% | $5,403-93.7% |