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 3-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 | $15,816 | $150,187-89.5% | $120,354-86.9% | $145,922-89.2% |
| Participation rate | 39.1% | 78.8%-39.6pp | 71.9%-32.8pp | 80.3%-41.1pp |
| Annual return | 12.56% | 154.07%-141.5pp | 107.15%-94.6pp | 561.29%-548.7pp |
| Employer contribution / active EE | $913 | $4,348-79.0% | $3,463-73.6% | $4,660-80.4% |
| Participant deferral / active EE | $1,322 | $6,173-78.6% | $4,991-73.5% | $6,688-80.2% |
| Admin fee / account holder | $1,875 | $12,207-84.6% | $9,423-80.1% | $13,397-86.0% |