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 8-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 | $4,010 | $42,383-90.5% | $76,523-94.8% | $64,186-93.8% |
| Participation rate | 24.4% | 58.1%-33.7pp | 68.0%-43.6pp | 69.6%-45.1pp |
| Annual return | 0.82% | -16.54%+17.4pp | -0.27%+1.1pp | 7.63%-6.8pp |
| Employer contribution / active EE | $244 | $1,563-84.4% | $2,647-90.8% | $2,381-89.7% |
| Participant deferral / active EE | $643 | $2,566-74.9% | $3,835-83.2% | $3,470-81.5% |
| Admin fee / account holder | $16,406 | $3,198+413.0% | $4,848+238.4% | $4,888+235.6% |