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 | $20,175 | $73,004-72.4% | $90,749-77.8% | $68,494-70.5% |
| Participation rate | 47.5% | 70.8%-23.3pp | 75.7%-28.2pp | 67.9%-20.4pp |
| Annual return | -17.61% | -13.81%-3.8pp | -12.16%-5.4pp | -7.84%-9.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $489 | $3,627-86.5% | $4,564-89.3% | $4,027-87.8% |
| Admin fee / account holder | $400 | $5,896-93.2% | $8,445-95.3% | $5,403-92.6% |