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 4-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 | $14,684 | $89,753-83.6% | $107,525-86.3% | $84,808-82.7% |
| Participation rate | 69.7% | 68.1%+1.6pp | 75.1%-5.4pp | 68.3%+1.4pp |
| Annual return | 19.91% | 29.48%-9.6pp | 181.32%-161.4pp | 40.90%-21.0pp |
| Employer contribution / active EE | $938 | $3,113-69.9% | $3,754-75.0% | $2,631-64.3% |
| Participant deferral / active EE | $1,648 | $4,056-59.4% | $5,116-67.8% | $4,212-60.9% |
| Admin fee / account holder | $778 | $7,222-89.2% | $8,919-91.3% | $7,344-89.4% |