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 9-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 | $11,664 | $165,984-93.0% | $164,813-92.9% | $145,922-92.0% |
| Participation rate | 45.5% | 82.0%-36.5pp | 78.6%-33.1pp | 80.3%-34.8pp |
| Annual return | 10.98% | 100.03%-89.0pp | 69.93%-58.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,380 | $5,273-73.8% | $4,341-68.2% | $4,660-70.4% |
| Participant deferral / active EE | $1,979 | $6,959-71.6% | $6,031-67.2% | $6,688-70.4% |
| Admin fee / account holder | $5,435 | $16,648-67.4% | $12,690-57.2% | $13,397-59.4% |