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 | $10,976 | $109,881-90.0% | $150,045-92.7% | $84,808-87.1% |
| Participation rate | 27.5% | 76.1%-48.6pp | 82.3%-54.8pp | 68.3%-40.8pp |
| Annual return | 19.68% | 28.25%-8.6pp | 62.55%-42.9pp | 40.90%-21.2pp |
| Employer contribution / active EE | $842 | $3,561-76.4% | $4,693-82.1% | $2,631-68.0% |
| Participant deferral / active EE | $889 | $6,636-86.6% | $7,997-88.9% | $4,212-78.9% |
| Admin fee / account holder | $994 | $8,568-88.4% | $13,435-92.6% | $7,344-86.5% |