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 5-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 | $3,221 | $49,451-93.5% | $79,550-96.0% | $66,914-95.2% |
| Participation rate | 47.7% | 61.3%-13.6pp | 69.5%-21.8pp | 69.8%-22.1pp |
| Annual return | -17.49% | 84.25%-101.7pp | 0.16%-17.7pp | 1.58%-19.1pp |
| Employer contribution / active EE | $363 | $1,266-71.3% | $2,413-85.0% | $2,544-85.7% |
| Participant deferral / active EE | $609 | $3,159-80.7% | $3,985-84.7% | $4,237-85.6% |
| Admin fee / account holder | $466 | $595-21.6% | $6,832-93.2% | $593-21.4% |