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 9-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 | $6,013 | $73,102-91.8% | $123,544-95.1% | $56,287-89.3% |
| Participation rate | 30.7% | 74.3%-43.6pp | 82.3%-51.6pp | 69.9%-39.1pp |
| Annual return | 16.76% | 3.01%+13.8pp | 119.20%-102.4pp | -9.96%+26.7pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $865 | $5,423-84.0% | $6,426-86.5% | $3,350-74.2% |
| Admin fee / account holder | $423 | $554-23.6% | $9,284-95.4% | $521-18.8% |