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 | $33,282 | $96,484-65.5% | $156,263-78.7% | $74,304-55.2% |
| Participation rate | 0.0% | 67.7%-67.7pp | 78.9%-78.9pp | 60.3%-60.3pp |
| Annual return | 22.01% | 17.73%+4.3pp | 59.47%-37.5pp | 29.43%-7.4pp |
| Employer contribution / active EE | $685 | $2,528-72.9% | $4,333-84.2% | $2,241-69.4% |
| Participant deferral / active EE | $1,359 | $4,286-68.3% | $6,158-77.9% | $3,767-63.9% |
| Admin fee / account holder | $2,788 | $3,728-25.2% | $14,255-80.4% | $2,969-6.1% |