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 | $4,002 | $58,208-93.1% | $81,812-95.1% | $80,856-95.1% |
| Participation rate | 41.7% | 63.4%-21.7pp | 72.3%-30.7pp | 67.6%-26.0pp |
| Annual return | 15.34% | 41.66%-26.3pp | 773.79%-758.4pp | 35.59%-20.3pp |
| Employer contribution / active EE | $337 | $2,340-85.6% | $2,912-88.4% | $2,755-87.8% |
| Participant deferral / active EE | $619 | $3,281-81.1% | $4,319-85.7% | $4,296-85.6% |
| Admin fee / account holder | $449 | $4,981-91.0% | $7,386-93.9% | $6,918-93.5% |