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 8-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 | $12,581 | $77,314-83.7% | $177,989-92.9% | $80,856-84.4% |
| Participation rate | 27.4% | 65.7%-38.3pp | 77.1%-49.7pp | 67.6%-40.2pp |
| Annual return | 17.16% | 18.09%-0.9pp | 294.48%-277.3pp | 35.59%-18.4pp |
| Employer contribution / active EE | $1,305 | $2,292-43.1% | $3,949-67.0% | $2,755-52.6% |
| Participant deferral / active EE | $0 | $4,411-100.0% | $6,276-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,124 | $7,191-84.4% | $10,363-89.2% | $6,918-83.8% |