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 | $5,523 | $112,881-95.1% | $90,951-93.9% | $158,922-96.5% |
| Participation rate | 44.4% | 74.7%-30.3pp | 69.0%-24.6pp | 82.0%-37.5pp |
| Annual return | 14.04% | 215.79%-201.8pp | 134.60%-120.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $436 | $2,893-84.9% | $2,122-79.5% | $4,761-90.8% |
| Participant deferral / active EE | $685 | $4,128-83.4% | $3,373-79.7% | $5,982-88.5% |
| Admin fee / account holder | $486 | $8,041-94.0% | $5,959-91.9% | $11,246-95.7% |