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 | $5,671 | $64,839-91.3% | $95,585-94.1% | $84,808-93.3% |
| Participation rate | 67.4% | 63.8%+3.6pp | 72.1%-4.7pp | 68.3%-0.9pp |
| Annual return | 19.69% | -670.96%+690.7pp | 38.56%-18.9pp | 40.90%-21.2pp |
| Employer contribution / active EE | $435 | $1,759-75.3% | $2,527-82.8% | $2,631-83.5% |
| Participant deferral / active EE | $530 | $2,965-82.1% | $4,023-86.8% | $4,212-87.4% |
| Admin fee / account holder | $758 | $5,964-87.3% | $6,127-87.6% | $7,344-89.7% |