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 3-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 | $973 | $68,719-98.6% | $91,541-98.9% | $84,808-98.9% |
| Participation rate | 44.0% | 64.5%-20.5pp | 69.8%-25.8pp | 68.3%-24.3pp |
| Annual return | -16.93% | 19.12%-36.1pp | 20.50%-37.4pp | 40.90%-57.8pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $55 | $3,136-98.3% | $4,008-98.6% | $4,212-98.7% |
| Admin fee / account holder | $376 | $5,786-93.5% | $6,956-94.6% | $7,344-94.9% |