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 | $31,449 | $95,880-67.2% | $107,525-70.8% | $85,563-63.2% |
| Participation rate | 8.6% | 70.1%-61.5pp | 75.1%-66.5pp | 66.0%-57.3pp |
| Annual return | 15.87% | 68.06%-52.2pp | 181.32%-165.4pp | 31.51%-15.6pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $3,754-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $791 | $4,201-81.2% | $5,116-84.5% | $4,375-81.9% |
| Admin fee / account holder | $5,379 | $1,025+424.6% | $8,919-39.7% | $834+544.9% |