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 | $10,947 | $93,571-88.3% | $135,903-91.9% | $75,163-85.4% |
| Participation rate | 51.3% | 75.2%-23.9pp | 81.9%-30.6pp | 67.2%-15.9pp |
| Annual return | 27.40% | 30.90%-3.5pp | 68.23%-40.8pp | 160.62%-133.2pp |
| Employer contribution / active EE | $1,029 | $3,537-70.9% | $4,856-78.8% | $2,670-61.5% |
| Participant deferral / active EE | $2,049 | $6,404-68.0% | $7,758-73.6% | $4,125-50.3% |
| Admin fee / account holder | $488 | $6,975-93.0% | $10,762-95.5% | $5,651-91.4% |