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 | $1,255 | $45,566-97.2% | $64,105-98.0% | $59,632-97.9% |
| Participation rate | 15.3% | 60.2%-44.9pp | 68.2%-52.9pp | 68.7%-53.4pp |
| Annual return | 0.00% | 4.95%-4.9pp | 791.24%-791.2pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $294 | $2,057-85.7% | $2,822-89.6% | $3,192-90.8% |
| Admin fee / account holder | $457 | $3,268-86.0% | $4,499-89.8% | $4,297-89.4% |