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 6-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.
Employer 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 | $7,391 | $60,892-87.9% | $82,389-91.0% | $84,808-91.3% |
| Participation rate | 16.7% | 63.3%-46.6pp | 69.5%-52.9pp | 68.3%-51.6pp |
| Annual return | 73.51% | 37.29%+36.2pp | 28.67%+44.8pp | 40.90%+32.6pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,220 | $3,179-61.6% | $4,155-70.6% | $4,212-71.0% |
| Admin fee / account holder | $699 | $5,467-87.2% | $7,231-90.3% | $7,344-90.5% |