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 | $975 | $107,452-99.1% | $91,541-98.9% | $142,382-99.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.8%-3.1pp | 80.1%-13.5pp |
| Annual return | 20.68% | 22.06%-1.4pp | 20.50%+0.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $309 | $2,994-89.7% | $2,505-87.6% | $4,299-92.8% |
| Participant deferral / active EE | $309 | $4,754-93.5% | $4,008-92.3% | $6,507-95.2% |
| Admin fee / account holder | $380 | $8,834-95.7% | $6,956-94.5% | $12,624-97.0% |