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 | $2,512 | $91,190-97.2% | $178,490-98.6% | $79,858-96.9% |
| Participation rate | 67.7% | 69.2%-1.5pp | 81.9%-14.2pp | 69.6%-1.9pp |
| Annual return | 33.13% | 24.19%+8.9pp | 151.07%-117.9pp | 31.71%+1.4pp |
| Employer contribution / active EE | $396 | $3,256-87.8% | $5,011-92.1% | $2,471-84.0% |
| Participant deferral / active EE | $548 | $3,236-83.1% | $5,202-89.5% | $3,740-85.3% |
| Admin fee / account holder | $507 | $6,751-92.5% | $13,984-96.4% | $5,306-90.4% |