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 | $12,401 | $102,317-87.9% | $146,958-91.6% | $80,856-84.7% |
| Participation rate | 63.0% | 75.8%-12.9pp | 82.2%-19.2pp | 67.6%-4.7pp |
| Annual return | 13.09% | 134.76%-121.7pp | 418.34%-405.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $918 | $3,713-75.3% | $4,933-81.4% | $2,755-66.7% |
| Participant deferral / active EE | $1,532 | $6,644-76.9% | $8,070-81.0% | $4,296-64.3% |
| Admin fee / account holder | $715 | $7,941-91.0% | $12,998-94.5% | $6,918-89.7% |