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 5-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 | $6,964 | $77,899-91.1% | $149,673-95.3% | $75,163-90.7% |
| Participation rate | 24.2% | 65.6%-41.3pp | 78.8%-54.5pp | 67.2%-42.9pp |
| Annual return | 136.71% | 31.72%+105.0pp | 134.42%+2.3pp | 160.62%-23.9pp |
| Employer contribution / active EE | $419 | $3,137-86.7% | $4,818-91.3% | $2,670-84.3% |
| Participant deferral / active EE | $490 | $3,411-85.6% | $5,680-91.4% | $4,125-88.1% |
| Admin fee / account holder | $302 | $5,956-94.9% | $13,210-97.7% | $5,651-94.7% |