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 4-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 | $21,747 | $109,881-80.2% | $150,045-85.5% | $84,808-74.4% |
| Participation rate | 49.4% | 76.1%-26.7pp | 82.3%-32.9pp | 68.3%-18.9pp |
| Annual return | 23.77% | 28.25%-4.5pp | 62.55%-38.8pp | 40.90%-17.1pp |
| Employer contribution / active EE | $1,217 | $3,561-65.8% | $4,693-74.1% | $2,631-53.8% |
| Participant deferral / active EE | $2,091 | $6,636-68.5% | $7,997-73.9% | $4,212-50.4% |
| Admin fee / account holder | $887 | $8,568-89.7% | $13,435-93.4% | $7,344-87.9% |