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 6-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 | $15,152 | $62,327-75.7% | $120,354-87.4% | $74,495-79.7% |
| Participation rate | 22.6% | 56.8%-34.2pp | 71.9%-49.3pp | 67.2%-44.6pp |
| Annual return | 21.66% | 18.61%+3.1pp | 107.15%-85.5pp | 1364.94%-1343.3pp |
| Employer contribution / active EE | $650 | $1,843-64.7% | $3,463-81.2% | $2,623-75.2% |
| Participant deferral / active EE | $840 | $2,893-71.0% | $4,991-83.2% | $4,346-80.7% |
| Admin fee / account holder | $729 | $2,396-69.6% | $9,423-92.3% | $1,942-62.5% |