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 | $8,498 | $86,286-90.2% | $111,297-92.4% | $85,850-90.1% |
| Participation rate | 60.7% | 73.3%-12.7pp | 77.3%-16.7pp | 69.3%-8.7pp |
| Annual return | 33.84% | 19.99%+13.8pp | 54.65%-20.8pp | 318.53%-284.7pp |
| Employer contribution / active EE | $737 | $2,043-63.9% | $2,731-73.0% | $2,565-71.3% |
| Participant deferral / active EE | $1,319 | $3,641-63.8% | $4,487-70.6% | $3,952-66.6% |
| Admin fee / account holder | $5,100 | $8,188-37.7% | $7,964-36.0% | $6,260-18.5% |