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 | $13,508 | $95,803-85.9% | $113,168-88.1% | $84,808-84.1% |
| Participation rate | 50.0% | 72.9%-22.9pp | 76.6%-26.6pp | 68.3%-18.3pp |
| Annual return | 18.09% | 25.00%-6.9pp | 24.27%-6.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $717 | $2,360-69.6% | $2,975-75.9% | $2,631-72.8% |
| Participant deferral / active EE | $1,450 | $4,242-65.8% | $5,107-71.6% | $4,212-65.6% |
| Admin fee / account holder | $335 | $8,989-96.3% | $12,068-97.2% | $7,344-95.4% |