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 | $16,764 | $45,602-63.2% | $117,472-85.7% | $66,914-74.9% |
| Participation rate | 27.1% | 57.6%-30.5pp | 70.6%-43.5pp | 69.8%-42.7pp |
| Annual return | -15.28% | -16.74%+1.5pp | 29.74%-45.0pp | 1.58%-16.9pp |
| Employer contribution / active EE | $620 | $1,579-60.8% | $4,176-85.2% | $2,544-75.6% |
| Participant deferral / active EE | $562 | $2,845-80.3% | $4,070-86.2% | $4,237-86.7% |
| Admin fee / account holder | $1,297 | $661+96.3% | $5,645-77.0% | $593+118.6% |