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 | $8,312 | $82,664-89.9% | $125,339-93.4% | $68,494-87.9% |
| Participation rate | 64.3% | 75.0%-10.8pp | 82.4%-18.1pp | 67.9%-3.6pp |
| Annual return | -14.50% | -5.97%-8.5pp | 572.05%-586.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $924 | $3,381-72.7% | $4,814-80.8% | $2,596-64.4% |
| Participant deferral / active EE | $1,229 | $6,110-79.9% | $7,446-83.5% | $4,027-69.5% |
| Admin fee / account holder | $4,141 | $6,275-34.0% | $10,010-58.6% | $5,403-23.3% |