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 5-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 | $8,324 | $54,701-84.8% | $86,188-90.3% | $71,457-88.4% |
| Participation rate | 8.7% | 60.1%-51.4pp | 69.0%-60.3pp | 67.9%-59.2pp |
| Annual return | 13.83% | 20.06%-6.2pp | 1168.45%-1154.6pp | 28.85%-15.0pp |
| Employer contribution / active EE | $376 | $1,265-70.3% | $2,380-84.2% | $2,588-85.5% |
| Participant deferral / active EE | $216 | $3,108-93.1% | $3,985-94.6% | $4,289-95.0% |
| Admin fee / account holder | $1,122 | $1,922-41.6% | $6,852-83.6% | $1,587-29.3% |