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 | $5,348 | $56,053-90.5% | $75,972-93.0% | $80,856-93.4% |
| Participation rate | 6.1% | 62.0%-56.0pp | 69.1%-63.0pp | 67.6%-61.6pp |
| Annual return | 14.68% | 20.53%-5.9pp | 359.55%-344.9pp | 35.59%-20.9pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $211 | $3,052-93.1% | $4,255-95.0% | $4,296-95.1% |
| Admin fee / account holder | $934 | $5,234-82.1% | $6,467-85.6% | $6,918-86.5% |