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 | $3,783 | $99,877-96.2% | $84,966-95.5% | $145,922-97.4% |
| Participation rate | 37.5% | 74.1%-36.6pp | 67.5%-30.0pp | 80.3%-42.8pp |
| Annual return | 9.42% | 83.76%-74.3pp | 66.38%-57.0pp | 561.29%-551.9pp |
| Employer contribution / active EE | $586 | $3,231-81.9% | $2,727-78.5% | $4,660-87.4% |
| Participant deferral / active EE | $425 | $5,291-92.0% | $4,519-90.6% | $6,688-93.6% |
| Admin fee / account holder | $1,034 | $7,248-85.7% | $6,149-83.2% | $13,397-92.3% |