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 | $8,620 | $57,828-85.1% | $117,039-92.6% | $70,131-87.7% |
| Participation rate | 25.5% | 67.1%-41.6pp | 77.2%-51.7pp | 69.5%-44.1pp |
| Annual return | 13.51% | 17.55%-4.0pp | 18.95%-5.4pp | 73.14%-59.6pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $488 | $2,438-80.0% | $3,929-87.6% | $3,332-85.4% |
| Admin fee / account holder | $4,129 | $3,548+16.4% | $5,974-30.9% | $4,645-11.1% |