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 | $6,135 | $77,899-92.1% | $149,673-95.9% | $75,163-91.8% |
| Participation rate | 27.6% | 65.6%-38.0pp | 78.8%-51.2pp | 67.2%-39.6pp |
| Annual return | 19.11% | 31.72%-12.6pp | 134.42%-115.3pp | 160.62%-141.5pp |
| Employer contribution / active EE | $1,049 | $3,137-66.6% | $4,818-78.2% | $2,670-60.7% |
| Participant deferral / active EE | $469 | $3,411-86.3% | $5,680-91.8% | $4,125-88.6% |
| Admin fee / account holder | $13,574 | $5,956+127.9% | $13,210+2.8% | $5,651+140.2% |