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 | $9,748 | $49,177-80.2% | $79,464-87.7% | $64,186-84.8% |
| Participation rate | 63.3% | 65.0%-1.7pp | 73.3%-10.0pp | 69.6%-6.2pp |
| Annual return | -7.80% | -1.16%-6.6pp | 718.14%-725.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $413 | $2,076-80.1% | $2,800-85.3% | $2,381-82.7% |
| Participant deferral / active EE | $634 | $2,821-77.5% | $3,704-82.9% | $3,470-81.7% |
| Admin fee / account holder | $942 | $3,839-75.5% | $5,113-81.6% | $4,888-80.7% |