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 | $21,779 | $89,355-75.6% | $141,162-84.6% | $72,985-70.2% |
| Participation rate | 53.4% | 75.1%-21.7pp | 82.5%-29.0pp | 69.5%-16.0pp |
| Annual return | 21.34% | 111.85%-90.5pp | 71.39%-50.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $850 | $3,114-72.7% | $4,735-82.1% | $2,440-65.2% |
| Participant deferral / active EE | $1,392 | $5,418-74.3% | $6,709-79.3% | $3,607-61.4% |
| Admin fee / account holder | $346 | $5,958-94.2% | $10,261-96.6% | $5,124-93.2% |