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 6-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 | $13,517 | $76,670-82.4% | $96,683-86.0% | $71,457-81.1% |
| Participation rate | 13.4% | 66.6%-53.1pp | 74.3%-60.9pp | 67.9%-54.5pp |
| Annual return | 14.28% | 48.29%-34.0pp | 35.69%-21.4pp | 28.85%-14.6pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,737-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $586 | $3,771-84.5% | $4,878-88.0% | $4,289-86.3% |
| Admin fee / account holder | $843 | $2,028-58.5% | $6,730-87.5% | $1,587-46.9% |