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.
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 | $4,945 | $57,354-91.4% | $83,848-94.1% | $64,186-92.3% |
| Participation rate | 28.6% | 68.6%-40.0pp | 76.1%-47.6pp | 69.6%-41.0pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $791 | $2,545-68.9% | $3,631-78.2% | $2,381-66.8% |
| Participant deferral / active EE | $1,165 | $2,993-61.1% | $4,082-71.4% | $3,470-66.4% |
| Admin fee / account holder | $542 | $4,046-86.6% | $5,478-90.1% | $4,888-88.9% |