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 | $19,264 | $89,753-78.5% | $107,525-82.1% | $84,808-77.3% |
| Participation rate | 39.4% | 68.1%-28.7pp | 75.1%-35.7pp | 68.3%-28.9pp |
| Annual return | 15.57% | 29.48%-13.9pp | 181.32%-165.8pp | 40.90%-25.3pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,254 | $4,056-69.1% | $5,116-75.5% | $4,212-70.2% |
| Admin fee / account holder | $342 | $7,222-95.3% | $8,919-96.2% | $7,344-95.3% |