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.
Employer 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 | $7,434 | $154,365-95.2% | $130,231-94.3% | $139,434-94.7% |
| Participation rate | 68.4% | 79.9%-11.5pp | 76.3%-7.9pp | 80.3%-11.9pp |
| Annual return | 22.16% | 30.34%-8.2pp | 38.77%-16.6pp | 372.94%-350.8pp |
| Employer contribution / active EE | $210 | $5,170-95.9% | $4,126-94.9% | $4,751-95.6% |
| Participant deferral / active EE | $2,157 | $8,498-74.6% | $6,799-68.3% | $6,710-67.9% |
| Admin fee / account holder | $584 | $9,214-93.7% | $6,020-90.3% | $11,403-94.9% |