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 7-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 | $13,296 | $77,145-82.8% | $108,410-87.7% | $85,850-84.5% |
| Participation rate | 32.4% | 74.7%-42.2pp | 80.1%-47.7pp | 69.3%-36.9pp |
| Annual return | 19.50% | 44.54%-25.0pp | 905.27%-885.8pp | 318.53%-299.0pp |
| Employer contribution / active EE | $744 | $2,379-68.7% | $3,558-79.1% | $2,565-71.0% |
| Participant deferral / active EE | $1,042 | $5,566-81.3% | $6,563-84.1% | $3,952-73.6% |
| Admin fee / account holder | $537 | $5,172-89.6% | $7,295-92.6% | $6,260-91.4% |