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.
Employer 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 | $6,657 | $77,976-91.5% | $81,367-91.8% | $125,391-94.7% |
| Participation rate | 65.0% | 83.3%-18.3pp | 82.3%-17.3pp | 83.2%-18.2pp |
| Annual return | -1.99% | -2.85%+0.9pp | -0.92%-1.1pp | 282.22%-284.2pp |
| Employer contribution / active EE | $910 | $4,366-79.1% | $3,930-76.8% | $4,866-81.3% |
| Participant deferral / active EE | $2,117 | $5,646-62.5% | $5,383-60.7% | $5,352-60.4% |
| Admin fee / account holder | $892 | $12,476-92.8% | $8,926-90.0% | $9,540-90.6% |