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 | $14,264 | $165,335-91.4% | $149,696-90.5% | $158,922-91.0% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 24.68% | 348.15%-323.5pp | 276.60%-251.9pp | 302.83%-278.1pp |
| Employer contribution / active EE | $1,264 | $5,103-75.2% | $4,644-72.8% | $4,761-73.5% |
| Participant deferral / active EE | $1,265 | $7,181-82.4% | $6,842-81.5% | $5,982-78.8% |
| Admin fee / account holder | $2,666 | $10,807-75.3% | $9,309-71.4% | $11,246-76.3% |