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 | $15,979 | $82,664-80.7% | $125,339-87.3% | $68,494-76.7% |
| Participation rate | 67.1% | 75.0%-8.0pp | 82.4%-15.3pp | 67.9%-0.8pp |
| Annual return | -18.06% | -5.97%-12.1pp | 572.05%-590.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $845 | $3,381-75.0% | $4,814-82.4% | $2,596-67.4% |
| Participant deferral / active EE | $1,487 | $6,110-75.7% | $7,446-80.0% | $4,027-63.1% |
| Admin fee / account holder | $992 | $6,275-84.2% | $10,010-90.1% | $5,403-81.6% |