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.
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 | $6,559 | $53,162-87.7% | $91,220-92.8% | $68,494-90.4% |
| Participation rate | 60.0% | 63.2%-3.2pp | 73.2%-13.2pp | 67.9%-7.9pp |
| Annual return | -1.76% | -3.14%+1.4pp | 114.01%-115.8pp | -7.84%+6.1pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,106 | $2,974-29.2% | $4,234-50.3% | $4,027-47.7% |
| Admin fee / account holder | $478 | $4,493-89.4% | $5,420-91.2% | $5,403-91.1% |