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 | $18,797 | $80,968-76.8% | $96,544-80.5% | $75,163-75.0% |
| Participation rate | 32.1% | 71.8%-39.6pp | 76.0%-43.8pp | 67.2%-35.0pp |
| Annual return | 230.31% | 27.06%+203.3pp | 25.84%+204.5pp | 160.62%+69.7pp |
| Employer contribution / active EE | $973 | $2,282-57.3% | $2,965-67.2% | $2,670-63.5% |
| Participant deferral / active EE | $1,658 | $3,928-57.8% | $4,851-65.8% | $4,125-59.8% |
| Admin fee / account holder | $955 | $6,724-85.8% | $8,252-88.4% | $5,651-83.1% |