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 | $3,160 | $95,803-96.7% | $113,168-97.2% | $84,808-96.3% |
| Participation rate | 22.2% | 72.9%-50.6pp | 76.6%-54.3pp | 68.3%-46.1pp |
| Annual return | 13.85% | 25.00%-11.2pp | 24.27%-10.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $277 | $4,242-93.5% | $5,107-94.6% | $4,212-93.4% |
| Admin fee / account holder | $2,203 | $8,989-75.5% | $12,068-81.7% | $7,344-70.0% |