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 5-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 | $14,368 | $125,758-88.6% | $169,993-91.5% | $75,163-80.9% |
| Participation rate | 53.7% | 83.6%-29.9pp | 87.0%-33.3pp | 67.2%-13.5pp |
| Annual return | 19.39% | 27.20%-7.8pp | 53.37%-34.0pp | 160.62%-141.2pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,377 | $6,837-65.2% | $10,408-77.2% | $4,125-42.4% |
| Admin fee / account holder | $728 | $8,173-91.1% | $12,815-94.3% | $5,651-87.1% |