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 | $35,492 | $104,919-66.2% | $116,228-69.5% | $85,563-58.5% |
| Participation rate | 28.1% | 78.6%-50.5pp | 74.6%-46.5pp | 66.0%-37.9pp |
| Annual return | 19.99% | 15.38%+4.6pp | 90.06%-70.1pp | 31.51%-11.5pp |
| Employer contribution / active EE | $920 | $3,485-73.6% | $2,994-69.3% | $2,654-65.3% |
| Participant deferral / active EE | $1,529 | $5,306-71.2% | $4,953-69.1% | $4,375-65.0% |
| Admin fee / account holder | $3,876 | $429+804.5% | $11,989-67.7% | $834+364.6% |