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 | $10,408 | $97,044-89.3% | $83,333-87.5% | $135,375-92.3% |
| Participation rate | 45.5% | 80.4%-35.0pp | 77.8%-32.3pp | 82.6%-37.2pp |
| Annual return | -4.91% | 12.31%-17.2pp | 10.63%-15.5pp | 519.73%-524.6pp |
| Employer contribution / active EE | $993 | $4,143-76.0% | $3,379-70.6% | $4,779-79.2% |
| Participant deferral / active EE | $1,208 | $5,964-79.7% | $5,565-78.3% | $5,609-78.5% |
| Admin fee / account holder | $2,025 | $8,380-75.8% | $7,510-73.0% | $10,827-81.3% |