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 | $12,007 | $78,485-84.7% | $106,213-88.7% | $74,495-83.9% |
| Participation rate | 22.8% | 72.8%-50.1pp | 75.3%-52.5pp | 67.2%-44.4pp |
| Annual return | 18.32% | 15.95%+2.4pp | 116.14%-97.8pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $687 | $2,523-72.7% | $3,171-78.3% | $2,623-73.8% |
| Participant deferral / active EE | $1,124 | $4,322-74.0% | $5,016-77.6% | $4,346-74.1% |
| Admin fee / account holder | $2,889 | $2,232+29.4% | $11,033-73.8% | $1,942+48.8% |