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 10-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 | $7,006 | $117,381-94.0% | $99,443-93.0% | $152,861-95.4% |
| Participation rate | 30.0% | 77.5%-47.5pp | 73.8%-43.8pp | 82.4%-52.4pp |
| Annual return | 17.18% | 31.87%-14.7pp | 30.72%-13.5pp | 345.32%-328.1pp |
| Employer contribution / active EE | $400 | $3,013-86.7% | $2,540-84.3% | $4,762-91.6% |
| Participant deferral / active EE | $675 | $4,086-83.5% | $3,619-81.4% | $5,850-88.5% |
| Admin fee / account holder | $2,601 | $7,631-65.9% | $6,250-58.4% | $11,596-77.6% |