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 9-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 | $19,797 | $85,766-76.9% | $136,294-85.5% | $70,131-71.8% |
| Participation rate | 32.2% | 74.2%-41.9pp | 81.9%-49.7pp | 69.5%-37.3pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.94%-5155.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,096 | $2,966-63.0% | $4,695-76.6% | $2,342-53.2% |
| Participant deferral / active EE | $1,357 | $5,051-73.1% | $6,247-78.3% | $3,332-59.3% |
| Admin fee / account holder | $1,261 | $5,420-76.7% | $9,243-86.4% | $4,645-72.9% |