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 | $23,187 | $214,378-89.2% | $200,582-88.4% | $142,382-83.7% |
| Participation rate | 33.3% | 87.4%-54.1pp | 86.9%-53.6pp | 80.1%-46.8pp |
| Annual return | 24.78% | 46.41%-21.6pp | 42.33%-17.6pp | 217.08%-192.3pp |
| Employer contribution / active EE | $1,876 | $6,841-72.6% | $6,419-70.8% | $4,299-56.4% |
| Participant deferral / active EE | $2,519 | $9,865-74.5% | $9,331-73.0% | $6,507-61.3% |
| Admin fee / account holder | $5,755 | $17,692-67.5% | $16,305-64.7% | $12,624-54.4% |