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 4-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 | $12,179 | $101,724-88.0% | $164,813-92.6% | $80,856-84.9% |
| Participation rate | 50.0% | 71.8%-21.8pp | 78.6%-28.6pp | 67.6%-17.6pp |
| Annual return | 23.20% | 16.72%+6.5pp | 69.93%-46.7pp | 35.59%-12.4pp |
| Employer contribution / active EE | $1,313 | $2,953-55.6% | $4,341-69.8% | $2,755-52.4% |
| Participant deferral / active EE | $1,707 | $4,477-61.9% | $6,031-71.7% | $4,296-60.3% |
| Admin fee / account holder | $868 | $8,227-89.5% | $12,690-93.2% | $6,918-87.5% |