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 6-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 | $7,991 | $176,947-95.5% | $69,780-88.5% | - |
| Participation rate | 26.5% | 61.8%-35.3pp | 79.3%-52.8pp | - |
| Annual return | 64.55% | 15.13%+49.4pp | 26.31%+38.2pp | - |
| Employer contribution / active EE | $845 | $2,196-61.5% | $4,168-79.7% | - |
| Participant deferral / active EE | $852 | $4,114-79.3% | $6,164-86.2% | - |
| Admin fee / account holder | $616 | $22,209-97.2% | $7,285-91.5% | - |