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 | $7,441 | $77,145-90.4% | $108,410-93.1% | $85,850-91.3% |
| Participation rate | 61.1% | 74.7%-13.6pp | 80.1%-19.0pp | 69.3%-8.2pp |
| Annual return | 16.74% | 44.54%-27.8pp | 905.27%-888.5pp | 318.53%-301.8pp |
| Employer contribution / active EE | $791 | $2,379-66.8% | $3,558-77.8% | $2,565-69.2% |
| Participant deferral / active EE | $1,270 | $5,566-77.2% | $6,563-80.7% | $3,952-67.9% |
| Admin fee / account holder | $389 | $5,172-92.5% | $7,295-94.7% | $6,260-93.8% |