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 | $2,881 | $85,022-96.6% | $70,515-95.9% | $139,434-97.9% |
| Participation rate | 60.0% | 73.9%-13.9pp | 68.3%-8.3pp | 80.3%-20.3pp |
| Annual return | 19.89% | 30.38%-10.5pp | 32.77%-12.9pp | 372.94%-353.1pp |
| Employer contribution / active EE | $572 | $3,909-85.4% | $2,973-80.8% | $4,751-88.0% |
| Participant deferral / active EE | $793 | $5,890-86.5% | $4,567-82.6% | $6,710-88.2% |
| Admin fee / account holder | $456 | $8,906-94.9% | $6,412-92.9% | $11,403-96.0% |