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 3-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 | $17,919 | $71,050-74.8% | $93,606-80.9% | $80,856-77.8% |
| Participation rate | 35.1% | 60.4%-25.3pp | 68.7%-33.6pp | 67.6%-32.6pp |
| Annual return | 14.21% | 11.26%+3.0pp | 133.20%-119.0pp | 35.59%-21.4pp |
| Employer contribution / active EE | $886 | $1,564-43.4% | $2,420-63.4% | $2,755-67.9% |
| Participant deferral / active EE | $1,118 | $4,034-72.3% | $4,411-74.7% | $4,296-74.0% |
| Admin fee / account holder | $2,099 | $6,945-69.8% | $8,285-74.7% | $6,918-69.7% |