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 | $4,080 | $73,515-94.4% | $62,995-93.5% | $147,584-97.2% |
| Participation rate | 43.8% | 77.9%-34.1pp | 74.8%-31.1pp | 82.8%-39.1pp |
| Annual return | 14.06% | 175.43%-161.4pp | 87.57%-73.5pp | 578.55%-564.5pp |
| Employer contribution / active EE | $730 | $3,320-78.0% | $2,759-73.5% | $4,876-85.0% |
| Participant deferral / active EE | $109 | $4,185-97.4% | $3,329-96.7% | $5,439-98.0% |
| Admin fee / account holder | $2,399 | $5,953-59.7% | $3,600-33.4% | $10,885-78.0% |