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 | $9,311 | $81,248-88.5% | $155,509-94.0% | $80,856-88.5% |
| Participation rate | 21.7% | 66.2%-44.5pp | 78.2%-56.4pp | 67.6%-45.9pp |
| Annual return | 15.85% | 33.31%-17.5pp | 64.67%-48.8pp | 35.59%-19.7pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $557 | $3,452-83.9% | $5,626-90.1% | $4,296-87.0% |
| Admin fee / account holder | $1,729 | $7,997-78.4% | $15,912-89.1% | $6,918-75.0% |