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 | $21,048 | $167,484-87.4% | $151,611-86.1% | $134,475-84.3% |
| Participation rate | 58.8% | 88.4%-29.6pp | 87.5%-28.7pp | 81.2%-22.4pp |
| Annual return | -19.42% | 7.80%-27.2pp | 3.33%-22.8pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,912 | $6,829-72.0% | $6,166-69.0% | $4,740-59.7% |
| Participant deferral / active EE | $2,329 | $8,986-74.1% | $8,363-72.1% | $6,400-63.6% |
| Admin fee / account holder | $948 | $13,783-93.1% | $11,616-91.8% | $11,426-91.7% |