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 3-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 | $7,777 | $51,576-84.9% | $129,207-94.0% | $80,856-90.4% |
| Participation rate | 8.5% | 57.0%-48.5pp | 69.6%-61.1pp | 67.6%-59.1pp |
| Annual return | 26.08% | 20.81%+5.3pp | 9417.33%-9391.2pp | 35.59%-9.5pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $543 | $2,669-79.7% | $4,168-87.0% | $4,296-87.4% |
| Admin fee / account holder | $11,258 | $4,305+161.5% | $7,715+45.9% | $6,918+62.7% |