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 | $14,391 | $71,050-79.7% | $93,606-84.6% | $80,856-82.2% |
| Participation rate | 0.0% | 60.4%-60.4pp | 68.7%-68.7pp | 67.6%-67.6pp |
| Annual return | 13.83% | 11.26%+2.6pp | 133.20%-119.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $553 | $1,564-64.7% | $2,420-77.2% | $2,755-79.9% |
| Participant deferral / active EE | $1,190 | $4,034-70.5% | $4,411-73.0% | $4,296-72.3% |
| Admin fee / account holder | $2,935 | $6,945-57.7% | $8,285-64.6% | $6,918-57.6% |