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 | $1,908 | $74,888-97.5% | $71,209-97.3% | $142,382-98.7% |
| Participation rate | 26.1% | 76.2%-50.1pp | 73.8%-47.7pp | 80.1%-54.0pp |
| Annual return | -12.93% | 345.14%-358.1pp | 282.51%-295.4pp | 217.08%-230.0pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $442 | $4,454-90.1% | $4,175-89.4% | $6,507-93.2% |
| Admin fee / account holder | $2,290 | $5,568-58.9% | $5,349-57.2% | $12,624-81.9% |