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 | $1,685 | $56,053-97.0% | $75,972-97.8% | $80,856-97.9% |
| Participation rate | 59.4% | 62.0%-2.7pp | 69.1%-9.7pp | 67.6%-8.3pp |
| Annual return | 16.87% | 20.53%-3.7pp | 359.55%-342.7pp | 35.59%-18.7pp |
| Employer contribution / active EE | $441 | $1,874-76.5% | $2,685-83.6% | $2,755-84.0% |
| Participant deferral / active EE | $470 | $3,052-84.6% | $4,255-89.0% | $4,296-89.1% |
| Admin fee / account holder | $325 | $5,234-93.8% | $6,467-95.0% | $6,918-95.3% |