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 8-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 | $18,361 | $89,753-79.5% | $107,525-82.9% | $84,808-78.3% |
| Participation rate | 46.8% | 68.1%-21.2pp | 75.1%-28.2pp | 68.3%-21.5pp |
| Annual return | 18.37% | 29.48%-11.1pp | 181.32%-162.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,138 | $3,113-63.5% | $3,754-69.7% | $2,631-56.8% |
| Participant deferral / active EE | $1,581 | $4,056-61.0% | $5,116-69.1% | $4,212-62.5% |
| Admin fee / account holder | $4,082 | $7,222-43.5% | $8,919-54.2% | $7,344-44.4% |