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 | $9,226 | $73,867-87.5% | $143,757-93.6% | $68,494-86.5% |
| Participation rate | 37.7% | 66.7%-29.0pp | 80.3%-42.6pp | 67.9%-30.2pp |
| Annual return | -12.27% | 1.01%-13.3pp | -0.04%-12.2pp | -7.84%-4.4pp |
| Employer contribution / active EE | $570 | $3,184-82.1% | $4,951-88.5% | $2,596-78.0% |
| Participant deferral / active EE | $791 | $3,384-76.6% | $5,637-86.0% | $4,027-80.4% |
| Admin fee / account holder | $7,375 | $5,755+28.2% | $14,673-49.7% | $5,403+36.5% |