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 | $14,877 | $148,534-90.0% | $135,903-89.1% | $139,434-89.3% |
| Participation rate | 42.9% | 83.9%-41.0pp | 81.9%-39.0pp | 80.3%-37.5pp |
| Annual return | 27.58% | 79.19%-51.6pp | 68.23%-40.7pp | 372.94%-345.4pp |
| Employer contribution / active EE | $1,709 | $5,243-67.4% | $4,856-64.8% | $4,751-64.0% |
| Participant deferral / active EE | $2,282 | $8,100-71.8% | $7,758-70.6% | $6,710-66.0% |
| Admin fee / account holder | $555 | $12,400-95.5% | $10,762-94.8% | $11,403-95.1% |