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 3-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 | $6,802 | $93,571-92.7% | $135,903-95.0% | $75,163-91.0% |
| Participation rate | 62.1% | 75.2%-13.1pp | 81.9%-19.8pp | 67.2%-5.1pp |
| Annual return | 43.40% | 30.90%+12.5pp | 68.23%-24.8pp | 160.62%-117.2pp |
| Employer contribution / active EE | $1,640 | $3,537-53.6% | $4,856-66.2% | $2,670-38.6% |
| Participant deferral / active EE | $1,766 | $6,404-72.4% | $7,758-77.2% | $4,125-57.2% |
| Admin fee / account holder | $790 | $6,975-88.7% | $10,762-92.7% | $5,651-86.0% |