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 9-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 | $14,003 | $81,208-82.8% | $98,907-85.8% | $79,858-82.5% |
| Participation rate | 29.5% | 72.5%-43.0pp | 76.0%-46.5pp | 69.6%-40.1pp |
| Annual return | 15.11% | 60.99%-45.9pp | 196.43%-181.3pp | 31.71%-16.6pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,221 | $3,265-62.6% | $4,244-71.2% | $3,740-67.3% |
| Admin fee / account holder | $1,984 | $6,013-67.0% | $6,642-70.1% | $5,306-62.6% |