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 | $11,669 | $79,171-85.3% | $102,423-88.6% | $74,495-84.3% |
| Participation rate | 42.3% | 74.8%-32.5pp | 76.5%-34.2pp | 67.2%-24.9pp |
| Annual return | 20.49% | 54.93%-34.4pp | 29.32%-8.8pp | 1364.94%-1344.4pp |
| Employer contribution / active EE | $1,263 | $2,362-46.5% | $3,023-58.2% | $2,623-51.9% |
| Participant deferral / active EE | $2,103 | $4,415-52.4% | $5,053-58.4% | $4,346-51.6% |
| Admin fee / account holder | $1,422 | $2,001-28.9% | $9,451-85.0% | $1,942-26.8% |