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 | $24,547 | $87,733-72.0% | $106,548-77.0% | $85,850-71.4% |
| Participation rate | 39.5% | 71.9%-32.5pp | 76.1%-36.7pp | 69.3%-29.8pp |
| Annual return | 0.00% | 21.86%-21.9pp | 26.80%-26.8pp | 318.53%-318.5pp |
| Employer contribution / active EE | $772 | $2,073-62.8% | $2,819-72.6% | $2,565-69.9% |
| Participant deferral / active EE | $1,468 | $3,469-57.7% | $4,398-66.6% | $3,952-62.8% |
| Admin fee / account holder | $1,602 | $6,767-76.3% | $7,407-78.4% | $6,260-74.4% |