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 10-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 | $10,068 | $86,944-88.4% | $107,525-90.6% | $74,304-86.5% |
| Participation rate | 23.0% | 59.6%-36.6pp | 75.1%-52.1pp | 60.3%-37.4pp |
| Annual return | 18.53% | 23.52%-5.0pp | 181.32%-162.8pp | 29.43%-10.9pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $43 | $3,554-98.8% | $5,116-99.2% | $3,767-98.8% |
| Admin fee / account holder | $473 | $3,727-87.3% | $8,919-94.7% | $2,969-84.1% |