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 5-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 | $2,196 | $124,281-98.2% | $109,143-98.0% | $167,490-98.7% |
| Participation rate | 58.3% | 79.4%-21.1pp | 75.9%-17.5pp | 82.1%-23.8pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $958 | $4,207-77.2% | $3,722-74.3% | $4,837-80.2% |
| Participant deferral / active EE | $1,343 | $5,255-74.5% | $4,653-71.1% | $6,341-78.8% |
| Admin fee / account holder | $731 | $7,970-90.8% | $6,752-89.2% | $12,309-94.1% |