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 | $5,976 | $43,327-86.2% | $59,878-90.0% | $64,186-90.7% |
| Participation rate | 24.5% | 69.2%-44.6pp | 74.7%-50.2pp | 69.6%-45.0pp |
| Annual return | -2.27% | -1.55%-0.7pp | 3.46%-5.7pp | 7.63%-9.9pp |
| Employer contribution / active EE | $355 | $2,028-82.5% | $2,722-86.9% | $2,381-85.1% |
| Participant deferral / active EE | $556 | $2,546-78.2% | $3,402-83.7% | $3,470-84.0% |
| Admin fee / account holder | $6,635 | $3,005+120.8% | $3,590+84.8% | $4,888+35.7% |