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 | $11,676 | $131,829-91.1% | $108,579-89.2% | $273,961-95.7% |
| Participation rate | 18.2% | 83.5%-65.3pp | 79.6%-61.4pp | 83.0%-64.8pp |
| Annual return | 9.28% | -91.57%+100.8pp | -51.70%+61.0pp | 41.45%-32.2pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $169 | $5,127-96.7% | $4,311-96.1% | $5,287-96.8% |
| Admin fee / account holder | $5,675 | $10,252-44.6% | $7,645-25.8% | $10,132-44.0% |