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 4-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 | $2,618 | $77,899-96.6% | $149,673-98.3% | $75,163-96.5% |
| Participation rate | 52.5% | 65.6%-13.1pp | 78.8%-26.3pp | 67.2%-14.7pp |
| Annual return | 23.74% | 31.72%-8.0pp | 134.42%-110.7pp | 160.62%-136.9pp |
| Employer contribution / active EE | $483 | $3,137-84.6% | $4,818-90.0% | $2,670-81.9% |
| Participant deferral / active EE | $614 | $3,411-82.0% | $5,680-89.2% | $4,125-85.1% |
| Admin fee / account holder | $1,009 | $5,956-83.1% | $13,210-92.4% | $5,651-82.1% |