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 10-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 | $55,066 | $270,399-79.6% | $209,409-73.7% | $357,791-84.6% |
| Participation rate | 44.4% | 83.8%-39.3pp | 80.4%-35.9pp | 85.6%-41.2pp |
| Annual return | 14.87% | 194.89%-180.0pp | 159.49%-144.6pp | 396.79%-381.9pp |
| Employer contribution / active EE | $0 | $6,982-100.0% | $5,035-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $2,446 | $4,606-46.9% | $4,230-42.2% | $5,521-55.7% |
| Admin fee / account holder | $584 | $18,969-96.9% | $16,474-96.5% | $28,387-97.9% |