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 | $25,447 | $72,607-65.0% | $90,749-72.0% | $66,914-62.0% |
| Participation rate | 4.4% | 73.7%-69.2pp | 75.7%-71.3pp | 69.8%-65.4pp |
| Annual return | -15.01% | -12.28%-2.7pp | -12.16%-2.8pp | 1.58%-16.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,921-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $131 | $3,977-96.7% | $4,564-97.1% | $4,237-96.9% |
| Admin fee / account holder | $359 | $707-49.2% | $8,445-95.7% | $593-39.5% |