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 7-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 | $7,217 | $112,881-93.6% | $90,951-92.1% | $158,922-95.5% |
| Participation rate | 41.2% | 74.7%-33.6pp | 69.0%-27.8pp | 82.0%-40.8pp |
| Annual return | 151.28% | 215.79%-64.5pp | 134.60%+16.7pp | 302.83%-151.6pp |
| Employer contribution / active EE | $523 | $2,893-81.9% | $2,122-75.3% | $4,761-89.0% |
| Participant deferral / active EE | $968 | $4,128-76.6% | $3,373-71.3% | $5,982-83.8% |
| Admin fee / account holder | $955 | $8,041-88.1% | $5,959-84.0% | $11,246-91.5% |