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 | $7,063 | $43,327-83.7% | $59,878-88.2% | $64,186-89.0% |
| Participation rate | 66.0% | 69.2%-3.1pp | 74.7%-8.7pp | 69.6%-3.5pp |
| Annual return | -3.46% | -1.55%-1.9pp | 3.46%-6.9pp | 7.63%-11.1pp |
| Employer contribution / active EE | $423 | $2,028-79.1% | $2,722-84.4% | $2,381-82.2% |
| Participant deferral / active EE | $514 | $2,546-79.8% | $3,402-84.9% | $3,470-85.2% |
| Admin fee / account holder | $1,943 | $3,005-35.3% | $3,590-45.9% | $4,888-60.2% |