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 | $18,204 | $91,538-80.1% | $129,995-86.0% | $75,163-75.8% |
| Participation rate | 62.2% | 71.4%-9.2pp | 78.5%-16.3pp | 67.2%-5.0pp |
| Annual return | 21.18% | -631.11%+652.3pp | -137.18%+158.4pp | 160.62%-139.4pp |
| Employer contribution / active EE | $1,916 | $2,845-32.7% | $4,320-55.6% | $2,670-28.2% |
| Participant deferral / active EE | $1,053 | $4,341-75.7% | $5,820-81.9% | $4,125-74.5% |
| Admin fee / account holder | $3,190 | $6,790-53.0% | $10,614-70.0% | $5,651-43.6% |