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 | $15,395 | $89,355-82.8% | $141,162-89.1% | $72,985-78.9% |
| Participation rate | 25.4% | 75.1%-49.8pp | 82.5%-57.1pp | 69.5%-44.1pp |
| Annual return | 20.17% | 111.85%-91.7pp | 71.39%-51.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $740 | $3,114-76.2% | $4,735-84.4% | $2,440-69.7% |
| Participant deferral / active EE | $741 | $5,418-86.3% | $6,709-89.0% | $3,607-79.5% |
| Admin fee / account holder | $1,071 | $5,958-82.0% | $10,261-89.6% | $5,124-79.1% |