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 | $9,091 | $53,053-82.9% | $126,539-92.8% | $74,304-87.8% |
| Participation rate | 12.0% | 48.0%-36.1pp | 69.8%-57.9pp | 60.3%-48.4pp |
| Annual return | 13.30% | 29.46%-16.2pp | 425.95%-412.6pp | 29.43%-16.1pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $3,674-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $473 | $2,303-79.4% | $4,083-88.4% | $3,767-87.4% |
| Admin fee / account holder | $2,525 | $3,698-31.7% | $6,065-58.4% | $2,969-14.9% |