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 | $14,925 | $70,879-78.9% | $189,557-92.1% | $79,386-81.2% |
| Participation rate | 36.2% | 68.0%-31.8pp | 78.4%-42.3pp | 70.7%-34.6pp |
| Annual return | 22.83% | 20.70%+2.1pp | 64.17%-41.3pp | 116.85%-94.0pp |
| Employer contribution / active EE | $741 | $1,806-59.0% | $4,412-83.2% | $2,427-69.5% |
| Participant deferral / active EE | $1,435 | $4,081-64.8% | $6,174-76.8% | $4,046-64.5% |
| Admin fee / account holder | $678 | $647+4.8% | $9,807-93.1% | $626+8.3% |