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 7-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 | $9,456 | $71,883-86.8% | $86,677-89.1% | $68,494-86.2% |
| Participation rate | 51.1% | 72.2%-21.1pp | 76.6%-25.5pp | 67.9%-16.8pp |
| Annual return | -14.80% | 3.52%-18.3pp | 35.91%-50.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $714 | $2,173-67.1% | $2,836-74.8% | $2,596-72.5% |
| Participant deferral / active EE | $1,140 | $3,779-69.8% | $4,656-75.5% | $4,027-71.7% |
| Admin fee / account holder | $1,411 | $6,112-76.9% | $7,493-81.2% | $5,403-73.9% |