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 | $17,965 | $92,222-80.5% | $76,768-76.6% | $135,375-86.7% |
| Participation rate | 54.5% | 79.8%-25.2pp | 77.0%-22.4pp | 82.6%-28.1pp |
| Annual return | -4.55% | 5.46%-10.0pp | 2.43%-7.0pp | 519.73%-524.3pp |
| Employer contribution / active EE | $740 | $3,216-77.0% | $2,485-70.2% | $4,779-84.5% |
| Participant deferral / active EE | $1,097 | $4,509-75.7% | $3,852-71.5% | $5,609-80.4% |
| Admin fee / account holder | $11,744 | $10,748+9.3% | $6,675+75.9% | $10,827+8.5% |