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 4-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 | $25,307 | $59,417-57.4% | $93,606-73.0% | $74,495-66.0% |
| Participation rate | 30.0% | 59.7%-29.7pp | 68.7%-38.7pp | 67.2%-37.2pp |
| Annual return | 15.03% | 81.83%-66.8pp | 133.20%-118.2pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $635 | $1,264-49.7% | $2,420-73.7% | $2,623-75.8% |
| Participant deferral / active EE | $1,175 | $3,050-61.5% | $4,411-73.4% | $4,346-73.0% |
| Admin fee / account holder | $3,889 | $3,021+28.7% | $8,285-53.1% | $1,942+100.3% |