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 | $6,392 | $96,635-93.4% | $86,612-92.6% | $139,434-95.4% |
| Participation rate | 69.6% | 74.4%-4.8pp | 71.7%-2.1pp | 80.3%-10.8pp |
| Annual return | 20.96% | 106.41%-85.4pp | 591.07%-570.1pp | 372.94%-352.0pp |
| Employer contribution / active EE | $734 | $3,263-77.5% | $3,022-75.7% | $4,751-84.6% |
| Participant deferral / active EE | $266 | $4,836-94.5% | $4,438-94.0% | $6,710-96.0% |
| Admin fee / account holder | $652 | $6,408-89.8% | $5,614-88.4% | $11,403-94.3% |