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 6-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 | $10,120 | $71,883-85.9% | $86,677-88.3% | $68,494-85.2% |
| Participation rate | 48.8% | 72.2%-23.5pp | 76.6%-27.8pp | 67.9%-19.1pp |
| Annual return | -18.35% | 3.52%-21.9pp | 35.91%-54.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $988 | $2,173-54.6% | $2,836-65.2% | $2,596-62.0% |
| Participant deferral / active EE | $1,427 | $3,779-62.2% | $4,656-69.4% | $4,027-64.6% |
| Admin fee / account holder | $1,912 | $6,112-68.7% | $7,493-74.5% | $5,403-64.6% |