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.
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 | $19,149 | $81,900-76.6% | $119,609-84.0% | $68,494-72.0% |
| Participation rate | 36.7% | 71.9%-35.2pp | 79.3%-42.5pp | 67.9%-31.2pp |
| Annual return | -11.09% | -23.82%+12.7pp | -14.97%+3.9pp | -7.84%-3.3pp |
| Employer contribution / active EE | $619 | $2,693-77.0% | $4,232-85.4% | $2,596-76.2% |
| Participant deferral / active EE | $2,090 | $4,148-49.6% | $5,602-62.7% | $4,027-48.1% |
| Admin fee / account holder | $14,683 | $6,582+123.1% | $10,323+42.2% | $5,403+171.8% |