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 | $11,769 | $76,000-84.5% | $154,107-92.4% | $64,186-81.7% |
| Participation rate | 38.7% | 70.4%-31.7pp | 83.0%-44.3pp | 69.6%-30.9pp |
| Annual return | -3.93% | 30.32%-34.2pp | 735.12%-739.0pp | 7.63%-11.6pp |
| Employer contribution / active EE | $481 | $3,351-85.6% | $5,298-90.9% | $2,381-79.8% |
| Participant deferral / active EE | $590 | $3,175-81.4% | $5,081-88.4% | $3,470-83.0% |
| Admin fee / account holder | $4,749 | $5,596-15.1% | $13,411-64.6% | $4,888-2.8% |