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 | $9,079 | $190,805-95.2% | $159,960-94.3% | $134,475-93.2% |
| Participation rate | 50.0% | 81.9%-31.9pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -10.08% | 552.23%-562.3pp | 408.60%-418.7pp | 417.96%-428.0pp |
| Employer contribution / active EE | $858 | $4,995-82.8% | $4,226-79.7% | $4,740-81.9% |
| Participant deferral / active EE | $858 | $6,923-87.6% | $6,182-86.1% | $6,400-86.6% |
| Admin fee / account holder | $40,544 | $10,471+287.2% | $8,698+366.1% | $11,426+254.8% |