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 | $22,030 | $86,655-74.6% | $119,609-81.6% | $66,914-67.1% |
| Participation rate | 40.2% | 75.6%-35.4pp | 79.3%-39.1pp | 69.8%-29.6pp |
| Annual return | -17.16% | -8.00%-9.2pp | -14.97%-2.2pp | 1.58%-18.7pp |
| Employer contribution / active EE | $904 | $2,536-64.3% | $4,232-78.6% | $2,544-64.5% |
| Participant deferral / active EE | $2,023 | $4,358-53.6% | $5,602-63.9% | $4,237-52.3% |
| Admin fee / account holder | $4,506 | $755+497.1% | $10,323-56.3% | $593+659.6% |