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.
Employer 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 | $7,177 | $42,894-83.3% | $60,874-88.2% | $68,494-89.5% |
| Participation rate | 54.5% | 66.8%-12.2pp | 73.1%-18.6pp | 67.9%-13.3pp |
| Annual return | -14.06% | -13.98%-0.1pp | 16.90%-31.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $286 | $1,978-85.6% | $2,701-89.4% | $2,596-89.0% |
| Participant deferral / active EE | $1,365 | $2,867-52.4% | $3,817-64.2% | $4,027-66.1% |
| Admin fee / account holder | $1,142 | $3,101-63.2% | $3,224-64.6% | $5,403-78.9% |