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 | $14,720 | $86,944-83.1% | $107,525-86.3% | $74,304-80.2% |
| Participation rate | 37.4% | 59.6%-22.1pp | 75.1%-37.7pp | 60.3%-22.9pp |
| Annual return | 19.86% | 23.52%-3.7pp | 181.32%-161.5pp | 29.43%-9.6pp |
| Employer contribution / active EE | $735 | $2,757-73.4% | $3,754-80.4% | $2,241-67.2% |
| Participant deferral / active EE | $1,280 | $3,554-64.0% | $5,116-75.0% | $3,767-66.0% |
| Admin fee / account holder | $1,798 | $3,727-51.8% | $8,919-79.8% | $2,969-39.5% |