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 | $9,281 | $74,927-87.6% | $101,794-90.9% | $84,808-89.1% |
| Participation rate | 10.1% | 61.4%-51.3pp | 69.2%-59.0pp | 68.3%-58.2pp |
| Annual return | 19.85% | 18.70%+1.1pp | 30.53%-10.7pp | 40.90%-21.0pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $427 | $3,099-86.2% | $4,084-89.5% | $4,212-89.9% |
| Admin fee / account holder | $927 | $6,514-85.8% | $8,777-89.4% | $7,344-87.4% |