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 | $6,821 | $148,534-95.4% | $135,903-95.0% | $139,434-95.1% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 17.07% | 79.19%-62.1pp | 68.23%-51.2pp | 372.94%-355.9pp |
| Employer contribution / active EE | $2,230 | $5,243-57.5% | $4,856-54.1% | $4,751-53.1% |
| Participant deferral / active EE | $2,139 | $8,100-73.6% | $7,758-72.4% | $6,710-68.1% |
| Admin fee / account holder | $1,192 | $12,400-90.4% | $10,762-88.9% | $11,403-89.6% |