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 | $5,542 | $54,229-89.8% | $70,092-92.1% | $68,494-91.9% |
| Participation rate | 22.9% | 64.5%-41.6pp | 70.5%-47.6pp | 67.9%-45.0pp |
| Annual return | -12.88% | -13.87%+1.0pp | 190.73%-203.6pp | -7.84%-5.0pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $333 | $2,956-88.7% | $3,849-91.4% | $4,027-91.7% |
| Admin fee / account holder | $1,560 | $4,694-66.8% | $6,267-75.1% | $5,403-71.1% |