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 | $15,559 | $100,754-84.6% | $86,677-82.0% | $134,475-88.4% |
| Participation rate | 53.3% | 78.9%-25.6pp | 76.6%-23.2pp | 81.2%-27.9pp |
| Annual return | -12.70% | 29.04%-41.7pp | 35.91%-48.6pp | 417.96%-430.7pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $726 | $5,338-86.4% | $4,656-84.4% | $6,400-88.7% |
| Admin fee / account holder | $1,486 | $10,926-86.4% | $7,493-80.2% | $11,426-87.0% |