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 | $17,426 | $110,257-84.2% | $96,544-82.0% | $139,434-87.5% |
| Participation rate | 45.8% | 78.1%-32.3pp | 76.0%-30.1pp | 80.3%-34.5pp |
| Annual return | 13.06% | 26.32%-13.3pp | 25.84%-12.8pp | 372.94%-359.9pp |
| Employer contribution / active EE | $1,008 | $3,620-72.1% | $2,965-66.0% | $4,751-78.8% |
| Participant deferral / active EE | $1,675 | $5,548-69.8% | $4,851-65.5% | $6,710-75.0% |
| Admin fee / account holder | $1,042 | $11,591-91.0% | $8,252-87.4% | $11,403-90.9% |