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 6-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 | $13,939 | $79,013-82.4% | $100,391-86.1% | $74,495-81.3% |
| Participation rate | 37.7% | 79.5%-41.8pp | 81.5%-43.8pp | 67.2%-29.5pp |
| Annual return | 14.92% | 20.41%-5.5pp | 49.20%-34.3pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,919 | $7,760-75.3% | $8,082-76.2% | $4,346-55.8% |
| Admin fee / account holder | $2,346 | $1,320+77.7% | $7,899-70.3% | $1,942+20.8% |