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 | $24,948 | $185,822-86.6% | $169,993-85.3% | $139,434-82.1% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 21.63% | 60.50%-38.9pp | 53.37%-31.7pp | 372.94%-351.3pp |
| Employer contribution / active EE | $1,766 | $7,590-76.7% | $6,785-74.0% | $4,751-62.8% |
| Participant deferral / active EE | $1,766 | $11,622-84.8% | $10,408-83.0% | $6,710-73.7% |
| Admin fee / account holder | $1,923 | $15,381-87.5% | $12,815-85.0% | $11,403-83.1% |