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 | $17,990 | $92,222-80.5% | $76,768-76.6% | $135,375-86.7% |
| Participation rate | 57.1% | 79.8%-22.6pp | 77.0%-19.8pp | 82.6%-25.5pp |
| Annual return | -5.02% | 5.46%-10.5pp | 2.43%-7.5pp | 519.73%-524.8pp |
| Employer contribution / active EE | $1,922 | $3,216-40.2% | $2,485-22.7% | $4,779-59.8% |
| Participant deferral / active EE | $1,190 | $4,509-73.6% | $3,852-69.1% | $5,609-78.8% |
| Admin fee / account holder | $685 | $10,748-93.6% | $6,675-89.7% | $10,827-93.7% |