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 | $702 | $74,927-99.1% | $101,794-99.3% | $84,808-99.2% |
| Participation rate | 0.0% | 61.4%-61.4pp | 69.2%-69.2pp | 68.3%-68.3pp |
| Annual return | 22.31% | 18.70%+3.6pp | 30.53%-8.2pp | 40.90%-18.6pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $352 | $3,099-88.7% | $4,084-91.4% | $4,212-91.7% |
| Admin fee / account holder | $41,418 | $6,514+535.8% | $8,777+371.9% | $7,344+464.0% |