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 | $6,550 | $124,319-94.7% | $111,297-94.1% | $167,490-96.1% |
| Participation rate | 35.3% | 79.6%-44.3pp | 77.3%-42.0pp | 82.1%-46.8pp |
| Annual return | 23.93% | 37.44%-13.5pp | 54.65%-30.7pp | 478.56%-454.6pp |
| Employer contribution / active EE | $938 | $3,435-72.7% | $2,731-65.7% | $4,837-80.6% |
| Participant deferral / active EE | $926 | $5,180-82.1% | $4,487-79.4% | $6,341-85.4% |
| Admin fee / account holder | $1,048 | $10,618-90.1% | $7,964-86.8% | $12,309-91.5% |