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 | $1,154 | $95,561-98.8% | $77,163-98.5% | $139,434-99.2% |
| Participation rate | 60.0% | 73.9%-13.9pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 22.89% | 54.92%-32.0pp | 37.87%-15.0pp | 372.94%-350.1pp |
| Employer contribution / active EE | $358 | $3,147-88.6% | $2,535-85.9% | $4,751-92.5% |
| Participant deferral / active EE | $516 | $4,624-88.8% | $3,833-86.5% | $6,710-92.3% |
| Admin fee / account holder | $620 | $8,295-92.5% | $5,472-88.7% | $11,403-94.6% |