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.
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 | $14,908 | $211,958-93.0% | $169,463-91.2% | $135,375-89.0% |
| Participation rate | 16.7% | 82.6%-66.0pp | 77.8%-61.1pp | 82.6%-66.0pp |
| Annual return | -9.11% | 3.26%-12.4pp | 1.83%-10.9pp | 519.73%-528.8pp |
| Employer contribution / active EE | $478 | $5,120-90.7% | $4,159-88.5% | $4,779-90.0% |
| Participant deferral / active EE | $579 | $6,075-90.5% | $5,277-89.0% | $5,609-89.7% |
| Admin fee / account holder | $366 | $11,471-96.8% | $9,109-96.0% | $10,827-96.6% |