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 7-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 | $13,824 | $64,707-78.6% | $112,228-87.7% | $68,494-79.8% |
| Participation rate | 18.4% | 67.2%-48.8pp | 75.1%-56.7pp | 67.9%-49.5pp |
| Annual return | -8.12% | -11.40%+3.3pp | 27.45%-35.6pp | -7.84%-0.3pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $498 | $3,565-86.0% | $4,728-89.5% | $4,027-87.6% |
| Admin fee / account holder | $2,449 | $5,232-53.2% | $6,410-61.8% | $5,403-54.7% |