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 3-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 | $14,850 | $127,065-88.3% | $113,168-86.9% | $142,382-89.6% |
| Participation rate | 41.7% | 79.2%-37.5pp | 76.6%-34.9pp | 80.1%-38.5pp |
| Annual return | 103.59% | 24.03%+79.6pp | 24.27%+79.3pp | 217.08%-113.5pp |
| Employer contribution / active EE | $1,018 | $3,442-70.4% | $2,975-65.8% | $4,299-76.3% |
| Participant deferral / active EE | $1,056 | $5,716-81.5% | $5,107-79.3% | $6,507-83.8% |
| Admin fee / account holder | $770 | $15,736-95.1% | $12,068-93.6% | $12,624-93.9% |