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 | $12,808 | $101,724-87.4% | $164,813-92.2% | $80,856-84.2% |
| Participation rate | 35.7% | 71.8%-36.1pp | 78.6%-42.9pp | 67.6%-31.9pp |
| Annual return | 16.87% | 16.72%+0.2pp | 69.93%-53.1pp | 35.59%-18.7pp |
| Employer contribution / active EE | $845 | $2,953-71.4% | $4,341-80.5% | $2,755-69.3% |
| Participant deferral / active EE | $1,063 | $4,477-76.3% | $6,031-82.4% | $4,296-75.3% |
| Admin fee / account holder | $340 | $8,227-95.9% | $12,690-97.3% | $6,918-95.1% |