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 | $6,931 | $127,065-94.5% | $113,168-93.9% | $142,382-95.1% |
| Participation rate | 13.0% | 79.2%-66.2pp | 76.6%-63.5pp | 80.1%-67.1pp |
| Annual return | 12.12% | 24.03%-11.9pp | 24.27%-12.1pp | 217.08%-205.0pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $431 | $5,716-92.5% | $5,107-91.6% | $6,507-93.4% |
| Admin fee / account holder | $6,083 | $15,736-61.3% | $12,068-49.6% | $12,624-51.8% |