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 | $4,671 | $56,277-91.7% | $80,975-94.2% | $62,891-92.6% |
| Participation rate | 58.1% | 69.0%-10.8pp | 75.8%-17.7pp | 69.3%-11.2pp |
| Annual return | 8.60% | 22.12%-13.5pp | 17.10%-8.5pp | 20.14%-11.5pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $883 | $4,195-79.0% | $5,696-84.5% | $3,203-72.4% |
| Admin fee / account holder | $312 | $3,741-91.7% | $5,516-94.3% | $4,296-92.7% |