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 4-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 | $4,742 | $73,867-93.6% | $143,757-96.7% | $68,494-93.1% |
| Participation rate | 66.7% | 66.7%0pp | 80.3%-13.6pp | 67.9%-1.2pp |
| Annual return | 0.53% | 1.01%-0.5pp | -0.04%+0.6pp | -7.84%+8.4pp |
| Employer contribution / active EE | $1,754 | $3,184-44.9% | $4,951-64.6% | $2,596-32.5% |
| Participant deferral / active EE | $177 | $3,384-94.8% | $5,637-96.9% | $4,027-95.6% |
| Admin fee / account holder | $703 | $5,755-87.8% | $14,673-95.2% | $5,403-87.0% |