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 4-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 | $12,097 | $81,625-85.2% | $167,512-92.8% | $74,304-83.7% |
| Participation rate | 22.0% | 60.0%-38.0pp | 77.1%-55.1pp | 60.3%-38.4pp |
| Annual return | 20.32% | 26.09%-5.8pp | 1615.79%-1595.5pp | 29.43%-9.1pp |
| Employer contribution / active EE | $453 | $2,010-77.5% | $3,882-88.3% | $2,241-79.8% |
| Participant deferral / active EE | $740 | $4,115-82.0% | $6,405-88.4% | $3,767-80.4% |
| Admin fee / account holder | $2,676 | $3,474-23.0% | $9,769-72.6% | $2,969-9.9% |