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 8-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 | $8,419 | $118,849-92.9% | $96,562-91.3% | $167,490-95.0% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 10.21% | 50.49%-40.3pp | 37.78%-27.6pp | 478.56%-468.4pp |
| Employer contribution / active EE | $575 | $3,120-81.6% | $2,356-75.6% | $4,837-88.1% |
| Participant deferral / active EE | $920 | $4,616-80.1% | $3,849-76.1% | $6,341-85.5% |
| Admin fee / account holder | $855 | $8,065-89.4% | $6,181-86.2% | $12,309-93.1% |