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.
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 | $13,983 | $71,883-80.5% | $86,677-83.9% | $68,494-79.6% |
| Participation rate | 58.3% | 72.2%-13.9pp | 76.6%-18.2pp | 67.9%-9.6pp |
| Annual return | -15.39% | 3.52%-18.9pp | 35.91%-51.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $257 | $2,173-88.2% | $2,836-90.9% | $2,596-90.1% |
| Participant deferral / active EE | $2,074 | $3,779-45.1% | $4,656-55.5% | $4,027-48.5% |
| Admin fee / account holder | $2,715 | $6,112-55.6% | $7,493-63.8% | $5,403-49.7% |