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 8-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 | $7,231 | $58,083-87.5% | $80,019-91.0% | $56,287-87.2% |
| Participation rate | 48.1% | 73.6%-25.6pp | 75.8%-27.8pp | 69.9%-21.8pp |
| Annual return | -5.41% | 34.61%-40.0pp | 11.22%-16.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $593 | $1,932-69.3% | $2,468-76.0% | $2,111-71.9% |
| Participant deferral / active EE | $962 | $3,135-69.3% | $3,686-73.9% | $3,350-71.3% |
| Admin fee / account holder | $3,409 | $623+447.6% | $6,521-47.7% | $521+554.4% |