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.
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 | $16,313 | $158,817-89.7% | $121,196-86.5% | $135,375-87.9% |
| Participation rate | 36.4% | 79.3%-42.9pp | 71.7%-35.4pp | 82.6%-46.3pp |
| Annual return | -4.66% | -0.64%-4.0pp | 16.93%-21.6pp | 519.73%-524.4pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,092 | $4,005-72.7% | $3,344-67.3% | $5,609-80.5% |
| Admin fee / account holder | $14,244 | $6,512+118.7% | $5,019+183.8% | $10,827+31.6% |