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 8-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 | $9,989 | $157,256-93.6% | $141,162-92.9% | $152,861-93.5% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.4%-49.1pp |
| Annual return | 15.85% | 64.32%-48.5pp | 71.39%-55.5pp | 345.32%-329.5pp |
| Employer contribution / active EE | $1,004 | $5,261-80.9% | $4,735-78.8% | $4,762-78.9% |
| Participant deferral / active EE | $2,270 | $7,109-68.1% | $6,709-66.2% | $5,850-61.2% |
| Admin fee / account holder | $1,451 | $12,120-88.0% | $10,261-85.9% | $11,596-87.5% |