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 | $8,405 | $46,674-82.0% | $117,472-92.8% | $68,494-87.7% |
| Participation rate | 8.1% | 56.8%-48.7pp | 70.6%-62.5pp | 67.9%-59.8pp |
| Annual return | -6.00% | -14.52%+8.5pp | 29.74%-35.7pp | -7.84%+1.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $49 | $2,636-98.2% | $4,070-98.8% | $4,027-98.8% |
| Admin fee / account holder | $13,259 | $4,020+229.8% | $5,645+134.9% | $5,403+145.4% |