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 | $29,491 | $86,944-66.1% | $107,525-72.6% | $74,304-60.3% |
| Participation rate | 45.5% | 59.6%-14.1pp | 75.1%-29.6pp | 60.3%-14.9pp |
| Annual return | 17.22% | 23.52%-6.3pp | 181.32%-164.1pp | 29.43%-12.2pp |
| Employer contribution / active EE | $4,936 | $2,757+79.0% | $3,754+31.5% | $2,241+120.2% |
| Participant deferral / active EE | $440 | $3,554-87.6% | $5,116-91.4% | $3,767-88.3% |
| Admin fee / account holder | $7,930 | $3,727+112.8% | $8,919-11.1% | $2,969+167.1% |