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 9-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 | $8,653 | $43,327-80.0% | $59,878-85.5% | $64,186-86.5% |
| Participation rate | 13.8% | 69.2%-55.4pp | 74.7%-60.9pp | 69.6%-55.8pp |
| Annual return | -6.01% | -1.55%-4.5pp | 3.46%-9.5pp | 7.63%-13.6pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $113 | $2,546-95.6% | $3,402-96.7% | $3,470-96.7% |
| Admin fee / account holder | $925 | $3,005-69.2% | $3,590-74.2% | $4,888-81.1% |