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.)
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 | $12,379 | $44,642-72.3% | $91,220-86.4% | $66,914-81.5% |
| Participation rate | 33.9% | 64.9%-31.0pp | 73.2%-39.3pp | 69.8%-35.9pp |
| Annual return | 0.00% | -12.29%+12.3pp | 114.01%-114.0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $586 | $1,706-65.7% | $2,850-79.5% | $2,544-77.0% |
| Participant deferral / active EE | $1,098 | $3,349-67.2% | $4,234-74.1% | $4,237-74.1% |
| Admin fee / account holder | $352 | $521-32.5% | $5,420-93.5% | $593-40.7% |