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 | $3,931 | $149,333-97.4% | $106,387-96.3% | $135,375-97.1% |
| Participation rate | 66.7% | 81.5%-14.8pp | 77.5%-10.8pp | 82.6%-16.0pp |
| Annual return | 32.31% | 0.52%+31.8pp | 0.25%+32.1pp | 519.73%-487.4pp |
| Employer contribution / active EE | $881 | $4,984-82.3% | $3,520-75.0% | $4,779-81.6% |
| Participant deferral / active EE | $1,626 | $7,230-77.5% | $5,421-70.0% | $5,609-71.0% |
| Admin fee / account holder | $828 | $15,952-94.8% | $7,510-89.0% | $10,827-92.4% |