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 6-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.
Employer 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 | $3,589 | $118,849-97.0% | $96,562-96.3% | $167,490-97.9% |
| Participation rate | 52.9% | 75.5%-22.5pp | 69.8%-16.9pp | 82.1%-29.2pp |
| Annual return | 17.67% | 50.49%-32.8pp | 37.78%-20.1pp | 478.56%-460.9pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,356-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,709 | $4,616-63.0% | $3,849-55.6% | $6,341-73.1% |
| Admin fee / account holder | $478 | $8,065-94.1% | $6,181-92.3% | $12,309-96.1% |