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.
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 | $2,493 | $42,383-94.1% | $76,523-96.7% | $64,186-96.1% |
| Participation rate | 10.9% | 58.1%-47.2pp | 68.0%-57.1pp | 69.6%-58.6pp |
| Annual return | -0.47% | -16.54%+16.1pp | -0.27%-0.2pp | 7.63%-8.1pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $525 | $2,566-79.6% | $3,835-86.3% | $3,470-84.9% |
| Admin fee / account holder | $13,689 | $3,198+328.1% | $4,848+182.3% | $4,888+180.0% |