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 10-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 | $13,889 | $98,982-86.0% | $162,163-91.4% | $65,185-78.7% |
| Participation rate | 3.3% | 85.8%-82.5pp | 87.6%-84.3pp | 70.2%-66.9pp |
| Annual return | 23.70% | 24.84%-1.1pp | 115.59%-91.9pp | 29.38%-5.7pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,614-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $194 | $5,384-96.4% | $7,298-97.3% | $3,514-94.5% |
| Admin fee / account holder | $3,525 | $596+491.0% | $10,843-67.5% | $847+316.1% |