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 8-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 | $20,528 | $81,900-74.9% | $119,609-82.8% | $68,494-70.0% |
| Participation rate | 24.7% | 71.9%-47.2pp | 79.3%-54.6pp | 67.9%-43.2pp |
| Annual return | -17.58% | -23.82%+6.2pp | -14.97%-2.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $6 | $2,693-99.8% | $4,232-99.9% | $2,596-99.8% |
| Participant deferral / active EE | $2,303 | $4,148-44.5% | $5,602-58.9% | $4,027-42.8% |
| Admin fee / account holder | $3,706 | $6,582-43.7% | $10,323-64.1% | $5,403-31.4% |