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 10-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 | $22,511 | $79,171-71.6% | $102,423-78.0% | $74,495-69.8% |
| Participation rate | 28.7% | 74.8%-46.1pp | 76.5%-47.8pp | 67.2%-38.5pp |
| Annual return | 13.13% | 54.93%-41.8pp | 29.32%-16.2pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $647 | $4,415-85.3% | $5,053-87.2% | $4,346-85.1% |
| Admin fee / account holder | $703 | $2,001-64.8% | $9,451-92.6% | $1,942-63.8% |