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.
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 | $7,447 | $177,572-95.8% | $154,803-95.2% | $142,382-94.8% |
| Participation rate | 55.6% | 82.1%-26.5pp | 78.1%-22.5pp | 80.1%-24.6pp |
| Annual return | 14.49% | 65.07%-50.6pp | 58.88%-44.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $900 | $4,810-81.3% | $4,305-79.1% | $4,299-79.1% |
| Participant deferral / active EE | $1,220 | $6,272-80.5% | $5,540-78.0% | $6,507-81.2% |
| Admin fee / account holder | $329 | $16,786-98.0% | $14,329-97.7% | $12,624-97.4% |