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 3-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 | $3,750 | $159,602-97.7% | $150,045-97.5% | $142,382-97.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 43.04% | 70.24%-27.2pp | 62.55%-19.5pp | 217.08%-174.0pp |
| Employer contribution / active EE | $1,038 | $4,961-79.1% | $4,693-77.9% | $4,299-75.9% |
| Participant deferral / active EE | $1,035 | $8,310-87.5% | $7,997-87.1% | $6,507-84.1% |
| Admin fee / account holder | $355 | $14,846-97.6% | $13,435-97.4% | $12,624-97.2% |