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 3-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 | $8,774 | $95,803-90.8% | $113,168-92.2% | $84,808-89.7% |
| Participation rate | 68.1% | 72.9%-4.8pp | 76.6%-8.5pp | 68.3%-0.2pp |
| Annual return | 16.41% | 25.00%-8.6pp | 24.27%-7.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $822 | $2,360-65.2% | $2,975-72.4% | $2,631-68.7% |
| Participant deferral / active EE | $1,201 | $4,242-71.7% | $5,107-76.5% | $4,212-71.5% |
| Admin fee / account holder | $651 | $8,989-92.8% | $12,068-94.6% | $7,344-91.1% |