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 4-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 | $3,391 | $81,208-95.8% | $98,907-96.6% | $79,858-95.8% |
| Participation rate | 30.0% | 72.5%-42.5pp | 76.0%-46.0pp | 69.6%-39.6pp |
| Annual return | 33.77% | 60.99%-27.2pp | 196.43%-162.7pp | 31.71%+2.1pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $704 | $3,265-78.5% | $4,244-83.4% | $3,740-81.2% |
| Admin fee / account holder | $522 | $6,013-91.3% | $6,642-92.1% | $5,306-90.2% |