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 | $6,279 | $67,984-90.8% | $65,493-90.4% | $74,304-91.5% |
| Participation rate | 42.5% | 66.3%-23.9pp | 73.1%-30.6pp | 60.3%-17.9pp |
| Annual return | 13.58% | 19.87%-6.3pp | 982.45%-968.9pp | 29.43%-15.8pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $248 | $3,346-92.6% | $3,961-93.7% | $3,767-93.4% |
| Admin fee / account holder | $330 | $1,373-76.0% | $5,028-93.4% | $2,969-88.9% |