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 6-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 | $13,040 | $101,317-87.1% | $146,958-91.1% | $74,495-82.5% |
| Participation rate | 64.3% | 75.5%-11.2pp | 82.2%-17.8pp | 67.2%-2.9pp |
| Annual return | 16.71% | 8730.91%-8714.2pp | 418.34%-401.6pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $1,597 | $3,810-58.1% | $4,933-67.6% | $2,623-39.1% |
| Participant deferral / active EE | $2,409 | $7,303-67.0% | $8,070-70.1% | $4,346-44.6% |
| Admin fee / account holder | $779 | $1,739-55.2% | $12,998-94.0% | $1,942-59.9% |