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 9-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 | $19,532 | $105,181-81.4% | $159,436-87.7% | $85,850-77.2% |
| Participation rate | 40.0% | 75.8%-35.8pp | 82.8%-42.8pp | 69.3%-29.3pp |
| Annual return | 16.25% | 45.07%-28.8pp | 263.57%-247.3pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,377 | $3,318-58.5% | $4,829-71.5% | $2,565-46.3% |
| Participant deferral / active EE | $2,229 | $5,945-62.5% | $7,352-69.7% | $3,952-43.6% |
| Admin fee / account holder | $2,306 | $6,933-66.7% | $10,799-78.6% | $6,260-63.2% |