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 | $10,338 | $78,672-86.9% | $109,143-90.5% | $85,850-88.0% |
| Participation rate | 30.0% | 68.3%-38.3pp | 75.9%-45.9pp | 69.3%-39.3pp |
| Annual return | 39.86% | 25.09%+14.8pp | 25.75%+14.1pp | 318.53%-278.7pp |
| Employer contribution / active EE | $888 | $2,735-67.5% | $3,722-76.1% | $2,565-65.4% |
| Participant deferral / active EE | $1,391 | $3,467-59.9% | $4,653-70.1% | $3,952-64.8% |
| Admin fee / account holder | $317 | $5,469-94.2% | $6,752-95.3% | $6,260-94.9% |