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.
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 | $7,528 | $73,867-89.8% | $143,757-94.8% | $68,494-89.0% |
| Participation rate | 41.9% | 66.7%-24.8pp | 80.3%-38.4pp | 67.9%-26.0pp |
| Annual return | -11.26% | 1.01%-12.3pp | -0.04%-11.2pp | -7.84%-3.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,793 | $3,384-47.0% | $5,637-68.2% | $4,027-55.5% |
| Admin fee / account holder | $6,045 | $5,755+5.1% | $14,673-58.8% | $5,403+11.9% |