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 | $19,410 | $85,766-77.4% | $136,294-85.8% | $70,131-72.3% |
| Participation rate | 61.4% | 74.2%-12.7pp | 81.9%-20.5pp | 69.5%-8.1pp |
| Annual return | 17.45% | 31.45%-14.0pp | 5155.94%-5138.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $536 | $2,966-81.9% | $4,695-88.6% | $2,342-77.1% |
| Participant deferral / active EE | $1,250 | $5,051-75.3% | $6,247-80.0% | $3,332-62.5% |
| Admin fee / account holder | $1,087 | $5,420-79.9% | $9,243-88.2% | $4,645-76.6% |