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 | $10,072 | $78,672-87.2% | $109,143-90.8% | $85,850-88.3% |
| Participation rate | 31.1% | 68.3%-37.1pp | 75.9%-44.7pp | 69.3%-38.2pp |
| Annual return | 11.92% | 25.09%-13.2pp | 25.75%-13.8pp | 318.53%-306.6pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $607 | $3,467-82.5% | $4,653-87.0% | $3,952-84.6% |
| Admin fee / account holder | $331 | $5,469-94.0% | $6,752-95.1% | $6,260-94.7% |