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 | $4,323 | $99,020-95.6% | $86,590-95.0% | $147,584-97.1% |
| Participation rate | 41.7% | 76.3%-34.7pp | 73.5%-31.9pp | 82.8%-41.2pp |
| Annual return | 12.09% | 1312.34%-1300.2pp | 964.84%-952.8pp | 578.55%-566.5pp |
| Employer contribution / active EE | $338 | $3,132-89.2% | $2,839-88.1% | $4,876-93.1% |
| Participant deferral / active EE | $346 | $3,972-91.3% | $3,609-90.4% | $5,439-93.6% |
| Admin fee / account holder | $1,714 | $5,710-70.0% | $4,906-65.1% | $10,885-84.3% |