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 8-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 | $8,437 | $65,041-87.0% | $90,951-90.7% | $79,858-89.4% |
| Participation rate | 13.5% | 61.6%-48.1pp | 69.0%-55.5pp | 69.6%-56.1pp |
| Annual return | 17.43% | 30.45%-13.0pp | 134.60%-117.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $309 | $1,247-75.2% | $2,122-85.4% | $2,471-87.5% |
| Participant deferral / active EE | $419 | $2,512-83.3% | $3,373-87.6% | $3,740-88.8% |
| Admin fee / account holder | $738 | $4,536-83.7% | $5,959-87.6% | $5,306-86.1% |