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 8-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 | $20,895 | $86,655-75.9% | $119,609-82.5% | $66,914-68.8% |
| Participation rate | 42.2% | 75.6%-33.4pp | 79.3%-37.1pp | 69.8%-27.6pp |
| Annual return | -15.32% | -8.00%-7.3pp | -14.97%-0.3pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,148 | $2,536-54.7% | $4,232-72.9% | $2,544-54.9% |
| Participant deferral / active EE | $1,697 | $4,358-61.1% | $5,602-69.7% | $4,237-60.0% |
| Admin fee / account holder | $3,536 | $755+368.5% | $10,323-65.8% | $593+496.0% |