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 4-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 | $4,569 | $106,584-95.7% | $101,326-95.5% | $142,382-96.8% |
| Participation rate | 69.6% | 82.7%-13.1pp | 81.5%-11.9pp | 80.1%-10.6pp |
| Annual return | 19.79% | 36.93%-17.1pp | 36.82%-17.0pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,749 | $3,956-55.8% | $3,665-52.3% | $4,299-59.3% |
| Participant deferral / active EE | $2,014 | $8,297-75.7% | $7,994-74.8% | $6,507-69.0% |
| Admin fee / account holder | $1,300 | $11,446-88.6% | $11,185-88.4% | $12,624-89.7% |