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 | $7,329 | $106,584-93.1% | $101,326-92.8% | $142,382-94.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 81.5%-31.5pp | 80.1%-30.1pp |
| Annual return | 19.48% | 36.93%-17.5pp | 36.82%-17.3pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,409 | $3,956-64.4% | $3,665-61.6% | $4,299-67.2% |
| Participant deferral / active EE | $1,224 | $8,297-85.2% | $7,994-84.7% | $6,507-81.2% |
| Admin fee / account holder | $3,301 | $11,446-71.2% | $11,185-70.5% | $12,624-73.9% |