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 7-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 | $24,853 | $98,750-74.8% | $149,696-83.4% | $79,858-68.9% |
| Participation rate | 29.2% | 75.8%-46.6pp | 82.5%-53.3pp | 69.6%-40.5pp |
| Annual return | 23.75% | 27.43%-3.7pp | 276.60%-252.8pp | 31.71%-8.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,976 | $5,680-65.2% | $6,842-71.1% | $3,740-47.2% |
| Admin fee / account holder | $600 | $6,053-90.1% | $9,309-93.6% | $5,306-88.7% |