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 | $15,767 | $109,881-85.7% | $150,045-89.5% | $84,808-81.4% |
| Participation rate | 52.0% | 76.1%-24.1pp | 82.3%-30.3pp | 68.3%-16.3pp |
| Annual return | 17.09% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $805 | $3,561-77.4% | $4,693-82.8% | $2,631-69.4% |
| Participant deferral / active EE | $872 | $6,636-86.9% | $7,997-89.1% | $4,212-79.3% |
| Admin fee / account holder | $1,183 | $8,568-86.2% | $13,435-91.2% | $7,344-83.9% |