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 6-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 | $17,372 | $87,733-80.2% | $106,548-83.7% | $85,850-79.8% |
| Participation rate | 31.3% | 71.9%-40.7pp | 76.1%-44.9pp | 69.3%-38.1pp |
| Annual return | 14.96% | 21.86%-6.9pp | 26.80%-11.8pp | 318.53%-303.6pp |
| Employer contribution / active EE | $691 | $2,073-66.7% | $2,819-75.5% | $2,565-73.1% |
| Participant deferral / active EE | $1,141 | $3,469-67.1% | $4,398-74.1% | $3,952-71.1% |
| Admin fee / account holder | $1,053 | $6,767-84.4% | $7,407-85.8% | $6,260-83.2% |