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 | $6,489 | $133,922-95.2% | $116,228-94.4% | $142,382-95.4% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.6%-14.6pp | 80.1%-20.1pp |
| Annual return | 12.06% | 147.76%-135.7pp | 90.06%-78.0pp | 217.08%-205.0pp |
| Employer contribution / active EE | $830 | $3,446-75.9% | $2,994-72.3% | $4,299-80.7% |
| Participant deferral / active EE | $1,248 | $5,672-78.0% | $4,953-74.8% | $6,507-80.8% |
| Admin fee / account holder | $62,092 | $14,945+315.5% | $11,989+417.9% | $12,624+391.9% |