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 | $24,343 | $152,587-84.0% | $125,175-80.6% | $152,861-84.1% |
| Participation rate | 16.7% | 83.3%-66.7pp | 79.8%-63.1pp | 82.4%-65.8pp |
| Annual return | 15.48% | 54.84%-39.4pp | 43.79%-28.3pp | 345.32%-329.8pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,594 | $5,868-72.8% | $4,937-67.7% | $5,850-72.8% |
| Admin fee / account holder | $6,226 | $13,434-53.7% | $9,702-35.8% | $11,596-46.3% |