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 7-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 | $8,016 | $48,795-83.6% | $65,493-87.8% | $84,808-90.5% |
| Participation rate | 27.1% | 67.0%-39.9pp | 73.1%-46.0pp | 68.3%-41.2pp |
| Annual return | 14.78% | 20.20%-5.4pp | 982.45%-967.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $394 | $1,930-79.6% | $2,574-84.7% | $2,631-85.0% |
| Participant deferral / active EE | $596 | $2,928-79.7% | $3,961-85.0% | $4,212-85.9% |
| Admin fee / account holder | $327 | $3,877-91.6% | $5,028-93.5% | $7,344-95.5% |