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 | $6,144 | $52,279-88.2% | $89,391-93.1% | $79,858-92.3% |
| Participation rate | 7.9% | 57.5%-49.6pp | 68.0%-60.1pp | 69.6%-61.7pp |
| Annual return | 14.22% | 22.16%-7.9pp | 245.62%-231.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $72 | $2,740-97.4% | $3,890-98.1% | $3,740-98.1% |
| Admin fee / account holder | $2,464 | $3,356-26.6% | $4,881-49.5% | $5,306-53.6% |