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 | $13,528 | $71,050-81.0% | $93,606-85.5% | $80,856-83.3% |
| Participation rate | 25.0% | 60.4%-35.4pp | 68.7%-43.7pp | 67.6%-42.6pp |
| Annual return | 13.36% | 11.26%+2.1pp | 133.20%-119.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $394 | $1,564-74.8% | $2,420-83.7% | $2,755-85.7% |
| Participant deferral / active EE | $518 | $4,034-87.2% | $4,411-88.3% | $4,296-88.0% |
| Admin fee / account holder | $325 | $6,945-95.3% | $8,285-96.1% | $6,918-95.3% |