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 7-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 | $10,388 | $78,422-86.8% | $95,952-89.2% | $79,858-87.0% |
| Participation rate | 51.4% | 73.5%-22.1pp | 77.1%-25.6pp | 69.6%-18.2pp |
| Annual return | 16.19% | 19.37%-3.2pp | 91.61%-75.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $907 | $1,945-53.4% | $2,541-64.3% | $2,471-63.3% |
| Participant deferral / active EE | $1,014 | $3,440-70.5% | $4,167-75.7% | $3,740-72.9% |
| Admin fee / account holder | $542 | $5,622-90.4% | $6,795-92.0% | $5,306-89.8% |