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 | $5,822 | $77,314-92.5% | $177,989-96.7% | $80,856-92.8% |
| Participation rate | 55.9% | 65.7%-9.8pp | 77.1%-21.2pp | 67.6%-11.8pp |
| Annual return | 12.49% | 18.09%-5.6pp | 294.48%-282.0pp | 35.59%-23.1pp |
| Employer contribution / active EE | $526 | $2,292-77.0% | $3,949-86.7% | $2,755-80.9% |
| Participant deferral / active EE | $789 | $4,411-82.1% | $6,276-87.4% | $4,296-81.6% |
| Admin fee / account holder | $383 | $7,191-94.7% | $10,363-96.3% | $6,918-94.5% |