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 | $20,631 | $80,673-74.4% | $101,326-79.6% | $84,808-75.7% |
| Participation rate | 34.0% | 77.8%-43.8pp | 81.5%-47.5pp | 68.3%-34.3pp |
| Annual return | 19.61% | 38.95%-19.3pp | 36.82%-17.2pp | 40.90%-21.3pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,000 | $6,840-70.8% | $7,994-75.0% | $4,212-52.5% |
| Admin fee / account holder | $1,273 | $12,784-90.0% | $11,185-88.6% | $7,344-82.7% |