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 | $14,200 | $152,587-90.7% | $125,175-88.7% | $152,861-90.7% |
| Participation rate | 37.5% | 83.3%-45.8pp | 79.8%-42.3pp | 82.4%-44.9pp |
| Annual return | 18.69% | 54.84%-36.2pp | 43.79%-25.1pp | 345.32%-326.6pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $567 | $5,868-90.3% | $4,937-88.5% | $5,850-90.3% |
| Admin fee / account holder | $533 | $13,434-96.0% | $9,702-94.5% | $11,596-95.4% |