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 | $10,925 | $91,911-88.1% | $68,793-84.1% | $135,375-91.9% |
| Participation rate | 16.7% | 76.7%-60.1pp | 72.2%-55.6pp | 82.6%-66.0pp |
| Annual return | -3.94% | -8.22%+4.3pp | -4.63%+0.7pp | 519.73%-523.7pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $96 | $4,315-97.8% | $3,311-97.1% | $5,609-98.3% |
| Admin fee / account holder | $4,882 | $9,240-47.2% | $5,131-4.8% | $10,827-54.9% |