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 | $8,777 | $69,515-87.4% | $86,874-89.9% | $85,850-89.8% |
| Participation rate | 21.8% | 66.3%-44.5pp | 71.6%-49.8pp | 69.3%-47.5pp |
| Annual return | 12.10% | 20.12%-8.0pp | 63.52%-51.4pp | 318.53%-306.4pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,495-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $194 | $2,919-93.4% | $3,699-94.8% | $3,952-95.1% |
| Admin fee / account holder | $1,288 | $5,972-78.4% | $5,828-77.9% | $6,260-79.4% |