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 | $15,630 | $50,958-69.3% | $74,550-79.0% | $64,186-75.6% |
| Participation rate | 37.8% | 61.1%-23.2pp | 69.1%-31.3pp | 69.6%-31.7pp |
| Annual return | -7.99% | -1.86%-6.1pp | 32.53%-40.5pp | 7.63%-15.6pp |
| Employer contribution / active EE | $2,272 | $1,115+103.7% | $1,961+15.9% | $2,381-4.6% |
| Participant deferral / active EE | $41 | $2,301-98.2% | $3,108-98.7% | $3,470-98.8% |
| Admin fee / account holder | $5,767 | $4,223+36.6% | $5,060+14.0% | $4,888+18.0% |