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 | $9,588 | $148,534-93.5% | $135,903-92.9% | $139,434-93.1% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 15.39% | 79.19%-63.8pp | 68.23%-52.8pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,042 | $5,243-80.1% | $4,856-78.5% | $4,751-78.1% |
| Participant deferral / active EE | $1,135 | $8,100-86.0% | $7,758-85.4% | $6,710-83.1% |
| Admin fee / account holder | $2,181 | $12,400-82.4% | $10,762-79.7% | $11,403-80.9% |