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 3-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 | $3,589 | $86,944-95.9% | $107,525-96.7% | $74,304-95.2% |
| Participation rate | 31.1% | 59.6%-28.5pp | 75.1%-44.0pp | 60.3%-29.3pp |
| Annual return | 13.93% | 23.52%-9.6pp | 181.32%-167.4pp | 29.43%-15.5pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $432 | $3,554-87.8% | $5,116-91.6% | $3,767-88.5% |
| Admin fee / account holder | $2,467 | $3,727-33.8% | $8,919-72.3% | $2,969-16.9% |