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 | $32,055 | $94,529-66.1% | $140,016-77.1% | $64,186-50.1% |
| Participation rate | 17.6% | 84.1%-66.4pp | 87.5%-69.9pp | 69.6%-51.9pp |
| Annual return | -4.42% | 7.77%-12.2pp | 651.12%-655.5pp | 7.63%-12.1pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,182 | $5,250-77.5% | $6,927-82.9% | $3,470-65.9% |
| Admin fee / account holder | $21,563 | $6,741+219.9% | $10,705+101.4% | $4,888+341.1% |