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 | $18,445 | $71,883-74.3% | $86,677-78.7% | $68,494-73.1% |
| Participation rate | 40.6% | 72.2%-31.6pp | 76.6%-36.0pp | 67.9%-27.3pp |
| Annual return | -14.33% | 3.52%-17.9pp | 35.91%-50.2pp | -7.84%-6.5pp |
| Employer contribution / active EE | $764 | $2,173-64.8% | $2,836-73.1% | $2,596-70.6% |
| Participant deferral / active EE | $1,409 | $3,779-62.7% | $4,656-69.7% | $4,027-65.0% |
| Admin fee / account holder | $3,693 | $6,112-39.6% | $7,493-50.7% | $5,403-31.6% |