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 | $11,725 | $62,586-81.3% | $76,768-84.7% | $64,186-81.7% |
| Participation rate | 55.2% | 72.8%-17.6pp | 77.0%-21.8pp | 69.6%-14.4pp |
| Annual return | -2.31% | -1.95%-0.4pp | 2.43%-4.7pp | 7.63%-9.9pp |
| Employer contribution / active EE | $849 | $1,832-53.7% | $2,485-65.8% | $2,381-64.3% |
| Participant deferral / active EE | $1,414 | $3,145-55.0% | $3,852-63.3% | $3,470-59.2% |
| Admin fee / account holder | $14,530 | $4,667+211.3% | $6,675+117.7% | $4,888+197.2% |