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 | $18,694 | $165,335-88.7% | $149,696-87.5% | $158,922-88.2% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 20.06% | 348.15%-328.1pp | 276.60%-256.5pp | 302.83%-282.8pp |
| Employer contribution / active EE | $1,810 | $5,103-64.5% | $4,644-61.0% | $4,761-62.0% |
| Participant deferral / active EE | $1,075 | $7,181-85.0% | $6,842-84.3% | $5,982-82.0% |
| Admin fee / account holder | $331 | $10,807-96.9% | $9,309-96.4% | $11,246-97.1% |