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 | $10,958 | $167,484-93.5% | $151,611-92.8% | $134,475-91.9% |
| Participation rate | 47.4% | 88.4%-41.0pp | 87.5%-40.1pp | 81.2%-33.9pp |
| Annual return | -9.73% | 7.80%-17.5pp | 3.33%-13.1pp | 417.96%-427.7pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $674 | $8,986-92.5% | $8,363-91.9% | $6,400-89.5% |
| Admin fee / account holder | $5,475 | $13,783-60.3% | $11,616-52.9% | $11,426-52.1% |