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 9-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 | $14,106 | $162,781-91.3% | $133,956-89.5% | $158,922-91.1% |
| Participation rate | 46.7% | 83.2%-36.6pp | 79.8%-33.2pp | 82.0%-35.3pp |
| Annual return | 11.98% | 41.94%-30.0pp | 45.09%-33.1pp | 302.83%-290.8pp |
| Employer contribution / active EE | $926 | $4,975-81.4% | $3,919-76.4% | $4,761-80.6% |
| Participant deferral / active EE | $1,402 | $5,911-76.3% | $5,048-72.2% | $5,982-76.6% |
| Admin fee / account holder | $3,848 | $11,736-67.2% | $8,927-56.9% | $11,246-65.8% |