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 | $18,475 | $50,958-63.7% | $74,550-75.2% | $64,186-71.2% |
| Participation rate | 56.7% | 61.1%-4.4pp | 69.1%-12.5pp | 69.6%-12.9pp |
| Annual return | -0.65% | -1.86%+1.2pp | 32.53%-33.2pp | 7.63%-8.3pp |
| Employer contribution / active EE | $227 | $1,115-79.6% | $1,961-88.4% | $2,381-90.5% |
| Participant deferral / active EE | $840 | $2,301-63.5% | $3,108-73.0% | $3,470-75.8% |
| Admin fee / account holder | $38,880 | $4,223+820.7% | $5,060+668.4% | $4,888+695.4% |