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 | $5,161 | $45,863-88.7% | $77,024-93.3% | $68,494-92.5% |
| Participation rate | 44.9% | 55.9%-11.0pp | 67.9%-23.0pp | 67.9%-23.0pp |
| Annual return | -11.35% | 1.72%-13.1pp | 42.32%-53.7pp | -7.84%-3.5pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $730 | $2,962-75.3% | $4,426-83.5% | $4,027-81.9% |
| Admin fee / account holder | $2,801 | $3,041-7.9% | $5,425-48.4% | $5,403-48.2% |