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 8-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 | $5,368 | $78,422-93.2% | $95,952-94.4% | $79,858-93.3% |
| Participation rate | 29.6% | 73.5%-43.9pp | 77.1%-47.4pp | 69.6%-40.0pp |
| Annual return | 24.03% | 19.37%+4.7pp | 91.61%-67.6pp | 31.71%-7.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $625 | $3,440-81.8% | $4,167-85.0% | $3,740-83.3% |
| Admin fee / account holder | $491 | $5,622-91.3% | $6,795-92.8% | $5,306-90.7% |