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 5-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 | $9,605 | $42,894-77.6% | $60,874-84.2% | $68,494-86.0% |
| Participation rate | 28.2% | 66.8%-38.6pp | 73.1%-44.9pp | 67.9%-39.7pp |
| Annual return | -17.06% | -13.98%-3.1pp | 16.90%-34.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $489 | $1,978-75.3% | $2,701-81.9% | $2,596-81.2% |
| Participant deferral / active EE | $755 | $2,867-73.6% | $3,817-80.2% | $4,027-81.2% |
| Admin fee / account holder | $2,308 | $3,101-25.6% | $3,224-28.4% | $5,403-57.3% |