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 | $5,738 | $95,862-94.0% | $79,550-92.8% | $134,475-95.7% |
| Participation rate | 26.3% | 75.0%-48.7pp | 69.5%-43.2pp | 81.2%-54.9pp |
| Annual return | -12.39% | -2.69%-9.7pp | 0.16%-12.6pp | 417.96%-430.4pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $637 | $4,693-86.4% | $3,985-84.0% | $6,400-90.0% |
| Admin fee / account holder | $4,311 | $9,126-52.8% | $6,832-36.9% | $11,426-62.3% |