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 | $11,448 | $52,681-78.3% | $75,781-84.9% | $59,632-80.8% |
| Participation rate | 7.9% | 67.2%-59.4pp | 75.8%-68.0pp | 68.7%-60.8pp |
| Annual return | -0.29% | 2.95%-3.2pp | 9.68%-10.0pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $174 | $2,591-93.3% | $3,651-95.2% | $3,192-94.5% |
| Admin fee / account holder | $4,277 | $3,610+18.5% | $5,299-19.3% | $4,297-0.5% |