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 | $6,432 | $81,460-92.1% | $103,333-93.8% | $80,856-92.0% |
| Participation rate | 17.8% | 66.8%-49.1pp | 74.5%-56.7pp | 67.6%-49.9pp |
| Annual return | 16.73% | 25.55%-8.8pp | 24.88%-8.2pp | 35.59%-18.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $745 | $3,869-80.7% | $5,057-85.3% | $4,296-82.7% |
| Admin fee / account holder | $385 | $6,566-94.1% | $8,355-95.4% | $6,918-94.4% |