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 5-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 | $9,794 | $148,534-93.4% | $135,903-92.8% | $139,434-93.0% |
| Participation rate | 52.2% | 83.9%-31.7pp | 81.9%-29.7pp | 80.3%-28.1pp |
| Annual return | 21.95% | 79.19%-57.2pp | 68.23%-46.3pp | 372.94%-351.0pp |
| Employer contribution / active EE | $1,165 | $5,243-77.8% | $4,856-76.0% | $4,751-75.5% |
| Participant deferral / active EE | $1,520 | $8,100-81.2% | $7,758-80.4% | $6,710-77.3% |
| Admin fee / account holder | $1,178 | $12,400-90.5% | $10,762-89.1% | $11,403-89.7% |