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 8-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 | $7,907 | $57,354-86.2% | $83,848-90.6% | $64,186-87.7% |
| Participation rate | 32.6% | 68.6%-36.0pp | 76.1%-43.5pp | 69.6%-37.0pp |
| Annual return | 17.41% | 11.38%+6.0pp | 850.88%-833.5pp | 7.63%+9.8pp |
| Employer contribution / active EE | $585 | $2,545-77.0% | $3,631-83.9% | $2,381-75.4% |
| Participant deferral / active EE | $726 | $2,993-75.7% | $4,082-82.2% | $3,470-79.1% |
| Admin fee / account holder | $535 | $4,046-86.8% | $5,478-90.2% | $4,888-89.0% |