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 | $3,391 | $95,193-96.4% | $76,523-95.6% | $135,375-97.5% |
| Participation rate | 11.1% | 74.4%-63.3pp | 68.0%-56.9pp | 82.6%-71.5pp |
| Annual return | 0.00% | 4.85%-4.8pp | -0.27%+0.3pp | 519.73%-519.7pp |
| Employer contribution / active EE | $178 | $3,302-94.6% | $2,647-93.3% | $4,779-96.3% |
| Participant deferral / active EE | $268 | $4,639-94.2% | $3,835-93.0% | $5,609-95.2% |
| Admin fee / account holder | $316 | $6,249-94.9% | $4,848-93.5% | $10,827-97.1% |