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 | $3,890 | $54,350-92.8% | $82,719-95.3% | $68,494-94.3% |
| Participation rate | 28.4% | 63.9%-35.6pp | 72.6%-44.2pp | 67.9%-39.5pp |
| Annual return | -13.28% | -13.67%+0.4pp | 701.18%-714.5pp | -7.84%-5.4pp |
| Employer contribution / active EE | $364 | $2,218-83.6% | $3,009-87.9% | $2,596-86.0% |
| Participant deferral / active EE | $520 | $3,246-84.0% | $4,395-88.2% | $4,027-87.1% |
| Admin fee / account holder | $1,075 | $4,395-75.5% | $5,329-79.8% | $5,403-80.1% |