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 5-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 | $4,266 | $78,422-94.6% | $95,952-95.6% | $79,858-94.7% |
| Participation rate | 35.5% | 73.5%-38.0pp | 77.1%-41.6pp | 69.6%-34.1pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.61%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $581 | $1,945-70.1% | $2,541-77.1% | $2,471-76.5% |
| Participant deferral / active EE | $842 | $3,440-75.5% | $4,167-79.8% | $3,740-77.5% |
| Admin fee / account holder | $337 | $5,622-94.0% | $6,795-95.0% | $5,306-93.6% |