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 8-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 | $7,068 | $72,492-90.3% | $87,100-91.9% | $72,985-90.3% |
| Participation rate | 55.6% | 72.8%-17.3pp | 76.9%-21.3pp | 69.5%-13.9pp |
| Annual return | 67.04% | 24.46%+42.6pp | 28.19%+38.8pp | 81.00%-14.0pp |
| Employer contribution / active EE | $944 | $1,894-50.2% | $2,521-62.6% | $2,440-61.3% |
| Participant deferral / active EE | $1,414 | $3,270-56.8% | $4,049-65.1% | $3,607-60.8% |
| Admin fee / account holder | $557 | $5,055-89.0% | $7,497-92.6% | $5,124-89.1% |