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 | $15,448 | $159,901-90.3% | $146,958-89.5% | $145,922-89.4% |
| Participation rate | 31.8% | 84.0%-52.2pp | 82.2%-50.3pp | 80.3%-48.5pp |
| Annual return | 21.56% | 98.13%-76.6pp | 418.34%-396.8pp | 561.29%-539.7pp |
| Employer contribution / active EE | $1,646 | $5,286-68.9% | $4,933-66.6% | $4,660-64.7% |
| Participant deferral / active EE | $1,993 | $8,428-76.4% | $8,070-75.3% | $6,688-70.2% |
| Admin fee / account holder | $3,610 | $15,044-76.0% | $12,998-72.2% | $13,397-73.1% |