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 | $6,764 | $49,915-86.4% | $154,803-95.6% | $74,304-90.9% |
| Participation rate | 3.8% | 54.0%-50.1pp | 78.1%-74.2pp | 60.3%-56.5pp |
| Annual return | 13.06% | 34.06%-21.0pp | 58.88%-45.8pp | 29.43%-16.4pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $63 | $2,255-97.2% | $5,540-98.9% | $3,767-98.3% |
| Admin fee / account holder | $5,207 | $2,189+137.9% | $14,329-63.7% | $2,969+75.4% |