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 | $6,592 | $133,922-95.1% | $116,228-94.3% | $142,382-95.4% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.6%-7.9pp | 80.1%-13.5pp |
| Annual return | 14.64% | 147.76%-133.1pp | 90.06%-75.4pp | 217.08%-202.4pp |
| Employer contribution / active EE | $739 | $3,446-78.5% | $2,994-75.3% | $4,299-82.8% |
| Participant deferral / active EE | $849 | $5,672-85.0% | $4,953-82.9% | $6,507-87.0% |
| Admin fee / account holder | $2,246 | $14,945-85.0% | $11,989-81.3% | $12,624-82.2% |