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 3-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 | $10,802 | $77,314-86.0% | $177,989-93.9% | $80,856-86.6% |
| Participation rate | 20.7% | 65.7%-45.0pp | 77.1%-56.4pp | 67.6%-46.9pp |
| Annual return | 11.38% | 18.09%-6.7pp | 294.48%-283.1pp | 35.59%-24.2pp |
| Employer contribution / active EE | $543 | $2,292-76.3% | $3,949-86.3% | $2,755-80.3% |
| Participant deferral / active EE | $543 | $4,411-87.7% | $6,276-91.4% | $4,296-87.4% |
| Admin fee / account holder | $688 | $7,191-90.4% | $10,363-93.4% | $6,918-90.1% |