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 | $8,062 | $51,045-84.2% | $70,515-88.6% | $71,457-88.7% |
| Participation rate | 9.9% | 59.4%-49.5pp | 68.3%-58.4pp | 67.9%-58.0pp |
| Annual return | 45.87% | 42.63%+3.2pp | 32.77%+13.1pp | 28.85%+17.0pp |
| Employer contribution / active EE | $0 | $1,790-100.0% | $2,973-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $613 | $3,026-79.7% | $4,567-86.6% | $4,289-85.7% |
| Admin fee / account holder | $743 | $1,994-62.7% | $6,412-88.4% | $1,587-53.2% |