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 | $12,961 | $68,346-81.0% | $94,646-86.3% | $75,163-82.8% |
| Participation rate | 50.0% | 76.1%-26.1pp | 80.8%-30.8pp | 67.2%-17.2pp |
| Annual return | 24.84% | 616.93%-592.1pp | 156.71%-131.9pp | 160.62%-135.8pp |
| Employer contribution / active EE | $897 | $2,701-66.8% | $3,672-75.6% | $2,670-66.4% |
| Participant deferral / active EE | $1,451 | $6,537-77.8% | $7,418-80.4% | $4,125-64.8% |
| Admin fee / account holder | $749 | $5,326-85.9% | $7,231-89.6% | $5,651-86.7% |