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 | $14,053 | $78,672-82.1% | $109,143-87.1% | $85,850-83.6% |
| Participation rate | 34.1% | 68.3%-34.2pp | 75.9%-41.8pp | 69.3%-35.2pp |
| Annual return | 14.63% | 25.09%-10.5pp | 25.75%-11.1pp | 318.53%-303.9pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $969 | $3,467-72.1% | $4,653-79.2% | $3,952-75.5% |
| Admin fee / account holder | $717 | $5,469-86.9% | $6,752-89.4% | $6,260-88.5% |