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 | $19,550 | $62,127-68.5% | $81,382-76.0% | $74,495-73.8% |
| Participation rate | 13.6% | 64.0%-50.5pp | 69.5%-55.9pp | 67.2%-53.6pp |
| Annual return | 16.10% | 16.48%-0.4pp | 24.73%-8.6pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $0 | $1,882-100.0% | $2,463-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $991 | $3,229-69.3% | $3,883-74.5% | $4,346-77.2% |
| Admin fee / account holder | $6,539 | $1,934+238.0% | $5,768+13.4% | $1,942+236.8% |