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 6-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 | $13,793 | $81,474-83.1% | $133,956-89.7% | $73,488-81.2% |
| Participation rate | 50.5% | 76.4%-25.9pp | 79.8%-29.4pp | 70.7%-20.2pp |
| Annual return | 0.00% | 19.40%-19.4pp | 45.09%-45.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $706 | $2,209-68.0% | $3,919-82.0% | $2,270-68.9% |
| Participant deferral / active EE | $1,074 | $3,786-71.6% | $5,048-78.7% | $3,740-71.3% |
| Admin fee / account holder | $467 | $713-34.5% | $8,927-94.8% | $513-9.0% |