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.
Employer 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 | $4,914 | $97,757-95.0% | $83,848-94.1% | $135,375-96.4% |
| Participation rate | 42.9% | 80.0%-37.1pp | 76.1%-33.3pp | 82.6%-39.8pp |
| Annual return | -6.85% | 1287.37%-1294.2pp | 850.88%-857.7pp | 519.73%-526.6pp |
| Employer contribution / active EE | $441 | $4,222-89.5% | $3,631-87.8% | $4,779-90.8% |
| Participant deferral / active EE | $1,198 | $4,682-74.4% | $4,082-70.6% | $5,609-78.6% |
| Admin fee / account holder | $733 | $6,674-89.0% | $5,478-86.6% | $10,827-93.2% |