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 8-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 | $1,118 | $54,762-98.0% | $90,281-98.8% | $72,985-98.5% |
| Participation rate | 8.9% | 65.1%-56.2pp | 73.3%-64.3pp | 69.5%-60.6pp |
| Annual return | 20.19% | 30.63%-10.4pp | 78.10%-57.9pp | 81.00%-60.8pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $103 | $2,887-96.4% | $3,885-97.4% | $3,607-97.2% |
| Admin fee / account holder | $426 | $3,972-89.3% | $5,351-92.0% | $5,124-91.7% |