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 7-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 | $4,751 | $93,024-94.9% | $77,024-93.8% | $134,475-96.5% |
| Participation rate | 10.0% | 74.5%-64.5pp | 67.9%-57.9pp | 81.2%-71.2pp |
| Annual return | -21.09% | 62.60%-83.7pp | 42.32%-63.4pp | 417.96%-439.0pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $200 | $5,238-96.2% | $4,426-95.5% | $6,400-96.9% |
| Admin fee / account holder | $446 | $6,944-93.6% | $5,425-91.8% | $11,426-96.1% |