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 6-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 | $7,415 | $59,805-87.6% | $79,550-90.7% | $68,494-89.2% |
| Participation rate | 25.5% | 61.1%-35.5pp | 69.5%-44.0pp | 67.9%-42.4pp |
| Annual return | -16.47% | -12.30%-4.2pp | 0.16%-16.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $374 | $1,505-75.1% | $2,413-84.5% | $2,596-85.6% |
| Participant deferral / active EE | $755 | $3,024-75.0% | $3,985-81.0% | $4,027-81.2% |
| Admin fee / account holder | $12,169 | $4,835+151.7% | $6,832+78.1% | $5,403+125.2% |