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 | $16,286 | $45,566-64.3% | $64,105-74.6% | $59,632-72.7% |
| Participation rate | 30.4% | 60.2%-29.7pp | 68.2%-37.7pp | 68.7%-38.2pp |
| Annual return | -1.19% | 4.95%-6.1pp | 791.24%-792.4pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $231 | $934-75.2% | $1,820-87.3% | $2,203-89.5% |
| Participant deferral / active EE | $704 | $2,057-65.8% | $2,822-75.1% | $3,192-77.9% |
| Admin fee / account holder | $492 | $3,268-84.9% | $4,499-89.1% | $4,297-88.5% |