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 | $3,653 | $53,596-93.2% | $90,645-96.0% | $64,186-94.3% |
| Participation rate | 50.0% | 64.5%-14.5pp | 74.0%-24.0pp | 69.6%-19.6pp |
| Annual return | -6.20% | 4.41%-10.6pp | 1.88%-8.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $278 | $1,503-81.5% | $2,532-89.0% | $2,381-88.3% |
| Participant deferral / active EE | $347 | $2,459-85.9% | $3,425-89.9% | $3,470-90.0% |
| Admin fee / account holder | $769 | $3,868-80.1% | $4,994-84.6% | $4,888-84.3% |