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 | $5,924 | $106,515-94.4% | $96,683-93.9% | $139,434-95.8% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.3%-49.3pp | 80.3%-55.3pp |
| Annual return | 56.22% | 38.43%+17.8pp | 35.69%+20.5pp | 372.94%-316.7pp |
| Employer contribution / active EE | $829 | $4,103-79.8% | $3,737-77.8% | $4,751-82.5% |
| Participant deferral / active EE | $905 | $5,454-83.4% | $4,878-81.5% | $6,710-86.5% |
| Admin fee / account holder | $2,093 | $7,877-73.4% | $6,730-68.9% | $11,403-81.6% |