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 | $4,351 | $89,753-95.2% | $107,525-96.0% | $84,808-94.9% |
| Participation rate | 63.5% | 68.1%-4.6pp | 75.1%-11.6pp | 68.3%-4.8pp |
| Annual return | 28.68% | 29.48%-0.8pp | 181.32%-152.6pp | 40.90%-12.2pp |
| Employer contribution / active EE | $902 | $3,113-71.0% | $3,754-76.0% | $2,631-65.7% |
| Participant deferral / active EE | $1,055 | $4,056-74.0% | $5,116-79.4% | $4,212-75.0% |
| Admin fee / account holder | $2,214 | $7,222-69.3% | $8,919-75.2% | $7,344-69.8% |