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 | $4,042 | $60,022-93.3% | $88,946-95.5% | $84,808-95.2% |
| Participation rate | 65.9% | 57.8%+8.0pp | 68.8%-3.0pp | 68.3%-2.5pp |
| Annual return | 18.04% | 22.43%-4.4pp | 57.82%-39.8pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,372 | $1,703-19.4% | $2,555-46.3% | $2,631-47.8% |
| Participant deferral / active EE | $83 | $3,114-97.3% | $4,581-98.2% | $4,212-98.0% |
| Admin fee / account holder | $306 | $4,811-93.6% | $8,261-96.3% | $7,344-95.8% |