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 | $14,620 | $65,041-77.5% | $90,951-83.9% | $79,858-81.7% |
| Participation rate | 14.6% | 61.6%-47.0pp | 69.0%-54.4pp | 69.6%-55.0pp |
| Annual return | 14.81% | 30.45%-15.6pp | 134.60%-119.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $148 | $2,512-94.1% | $3,373-95.6% | $3,740-96.0% |
| Admin fee / account holder | $4,489 | $4,536-1.0% | $5,959-24.7% | $5,306-15.4% |