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 | $11,591 | $65,561-82.3% | $86,188-86.6% | $75,163-84.6% |
| Participation rate | 22.2% | 60.5%-38.3pp | 69.0%-46.7pp | 67.2%-45.0pp |
| Annual return | 15.87% | 46.05%-30.2pp | 1168.45%-1152.6pp | 160.62%-144.8pp |
| Employer contribution / active EE | $476 | $1,553-69.3% | $2,380-80.0% | $2,670-82.2% |
| Participant deferral / active EE | $929 | $3,024-69.3% | $3,985-76.7% | $4,125-77.5% |
| Admin fee / account holder | $3,080 | $5,474-43.7% | $6,852-55.0% | $5,651-45.5% |