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.
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 | $7,337 | $53,162-86.2% | $91,220-92.0% | $68,494-89.3% |
| Participation rate | 41.4% | 63.2%-21.8pp | 73.2%-31.8pp | 67.9%-26.5pp |
| Annual return | -19.17% | -3.14%-16.0pp | 114.01%-133.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $318 | $2,974-89.3% | $4,234-92.5% | $4,027-92.1% |
| Admin fee / account holder | $977 | $4,493-78.3% | $5,420-82.0% | $5,403-81.9% |