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 | $13,774 | $61,660-77.7% | $80,019-82.8% | $64,186-78.5% |
| Participation rate | 37.3% | 71.7%-34.4pp | 75.8%-38.5pp | 69.6%-32.3pp |
| Annual return | -3.69% | -0.33%-3.4pp | 11.22%-14.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $513 | $1,810-71.7% | $2,468-79.2% | $2,381-78.5% |
| Participant deferral / active EE | $1,213 | $2,968-59.1% | $3,686-67.1% | $3,470-65.0% |
| Admin fee / account holder | $486 | $5,417-91.0% | $6,521-92.5% | $4,888-90.1% |