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 9-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 | $8,497 | $103,376-91.8% | $87,100-90.2% | $152,861-94.4% |
| Participation rate | 42.1% | 79.3%-37.2pp | 76.9%-34.8pp | 82.4%-40.3pp |
| Annual return | 24.45% | 28.10%-3.7pp | 28.19%-3.7pp | 345.32%-320.9pp |
| Employer contribution / active EE | $929 | $3,220-71.1% | $2,521-63.1% | $4,762-80.5% |
| Participant deferral / active EE | $1,168 | $4,778-75.6% | $4,049-71.2% | $5,850-80.0% |
| Admin fee / account holder | $1,549 | $12,205-87.3% | $7,497-79.3% | $11,596-86.6% |