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 | $17,355 | $202,318-91.4% | $172,739-90.0% | $152,861-88.6% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 24.80% | 1029.65%-1004.9pp | 802.84%-778.0pp | 345.32%-320.5pp |
| Employer contribution / active EE | $1,366 | $5,856-76.7% | $5,143-73.4% | $4,762-71.3% |
| Participant deferral / active EE | $1,782 | $5,948-70.0% | $5,198-65.7% | $5,850-69.5% |
| Admin fee / account holder | $1,387 | $17,109-91.9% | $13,954-90.1% | $11,596-88.0% |