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 | $14,231 | $78,926-82.0% | $136,749-89.6% | $84,808-83.2% |
| Participation rate | 42.1% | 62.2%-20.1pp | 72.1%-30.0pp | 68.3%-26.2pp |
| Annual return | 16.25% | 18.17%-1.9pp | 24.33%-8.1pp | 40.90%-24.6pp |
| Employer contribution / active EE | $588 | $2,134-72.5% | $3,400-82.7% | $2,631-77.7% |
| Participant deferral / active EE | $1,079 | $3,168-66.0% | $4,692-77.0% | $4,212-74.4% |
| Admin fee / account holder | $1,478 | $6,369-76.8% | $11,386-87.0% | $7,344-79.9% |