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 | $12,728 | $59,805-78.7% | $79,550-84.0% | $68,494-81.4% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.5%-19.5pp | 67.9%-17.9pp |
| Annual return | -17.65% | -12.30%-5.3pp | 0.16%-17.8pp | -7.84%-9.8pp |
| Employer contribution / active EE | $448 | $1,505-70.2% | $2,413-81.4% | $2,596-82.7% |
| Participant deferral / active EE | $920 | $3,024-69.6% | $3,985-76.9% | $4,027-77.1% |
| Admin fee / account holder | $1,427 | $4,835-70.5% | $6,832-79.1% | $5,403-73.6% |