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 | $6,424 | $80,968-92.1% | $96,544-93.3% | $75,163-91.5% |
| Participation rate | 57.9% | 71.8%-13.9pp | 76.0%-18.1pp | 67.2%-9.3pp |
| Annual return | 34.32% | 27.06%+7.3pp | 25.84%+8.5pp | 160.62%-126.3pp |
| Employer contribution / active EE | $1,026 | $2,282-55.0% | $2,965-65.4% | $2,670-61.6% |
| Participant deferral / active EE | $1,406 | $3,928-64.2% | $4,851-71.0% | $4,125-65.9% |
| Admin fee / account holder | $399 | $6,724-94.1% | $8,252-95.2% | $5,651-92.9% |