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 | $4,403 | $121,625-96.4% | $104,607-95.8% | $158,922-97.2% |
| Participation rate | 50.0% | 77.5%-27.5pp | 74.1%-24.1pp | 82.0%-32.0pp |
| Annual return | 13.79% | 465.26%-451.5pp | 340.46%-326.7pp | 302.83%-289.0pp |
| Employer contribution / active EE | $275 | $3,163-91.3% | $2,681-89.7% | $4,761-94.2% |
| Participant deferral / active EE | $385 | $4,177-90.8% | $3,740-89.7% | $5,982-93.6% |
| Admin fee / account holder | $889 | $7,787-88.6% | $6,473-86.3% | $11,246-92.1% |