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 | $12,062 | $76,000-84.1% | $154,107-92.2% | $64,186-81.2% |
| Participation rate | 39.2% | 70.4%-31.2pp | 83.0%-43.8pp | 69.6%-30.4pp |
| Annual return | -7.21% | 30.32%-37.5pp | 735.12%-742.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $407 | $3,351-87.9% | $5,298-92.3% | $2,381-82.9% |
| Participant deferral / active EE | $866 | $3,175-72.7% | $5,081-83.0% | $3,470-75.0% |
| Admin fee / account holder | $1,154 | $5,596-79.4% | $13,411-91.4% | $4,888-76.4% |