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 6-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.
Employer 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 | $8,017 | $53,162-84.9% | $91,220-91.2% | $68,494-88.3% |
| Participation rate | 41.7% | 63.2%-21.5pp | 73.2%-31.5pp | 67.9%-26.2pp |
| Annual return | -17.45% | -3.14%-14.3pp | 114.01%-131.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $161 | $1,709-90.6% | $2,850-94.4% | $2,596-93.8% |
| Participant deferral / active EE | $1,330 | $2,974-55.3% | $4,234-68.6% | $4,027-67.0% |
| Admin fee / account holder | $1,270 | $4,493-71.7% | $5,420-76.6% | $5,403-76.5% |