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 7-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 | $21,959 | $105,181-79.1% | $159,436-86.2% | $85,850-74.4% |
| Participation rate | 30.8% | 75.8%-45.0pp | 82.8%-52.1pp | 69.3%-38.5pp |
| Annual return | 16.97% | 45.07%-28.1pp | 263.57%-246.6pp | 318.53%-301.6pp |
| Employer contribution / active EE | $1,019 | $3,318-69.3% | $4,829-78.9% | $2,565-60.3% |
| Participant deferral / active EE | $2,285 | $5,945-61.6% | $7,352-68.9% | $3,952-42.2% |
| Admin fee / account holder | $1,969 | $6,933-71.6% | $10,799-81.8% | $6,260-68.5% |