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 | $6,114 | $99,918-93.9% | $81,382-92.5% | $145,922-95.8% |
| Participation rate | 20.0% | 74.2%-54.2pp | 69.5%-49.5pp | 80.3%-60.3pp |
| Annual return | 10.45% | 34.32%-23.9pp | 24.73%-14.3pp | 561.29%-550.8pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $600 | $4,605-87.0% | $3,883-84.5% | $6,688-91.0% |
| Admin fee / account holder | $379 | $8,212-95.4% | $5,768-93.4% | $13,397-97.2% |