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 7-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 | $11,035 | $59,101-81.3% | $77,163-85.7% | $75,163-85.3% |
| Participation rate | 12.0% | 63.9%-51.9pp | 69.6%-57.6pp | 67.2%-55.2pp |
| Annual return | 25.18% | 26.71%-1.5pp | 37.87%-12.7pp | 160.62%-135.4pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $839 | $2,999-72.0% | $3,833-78.1% | $4,125-79.7% |
| Admin fee / account holder | $1,962 | $4,774-58.9% | $5,472-64.1% | $5,651-65.3% |