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 9-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 | $8,263 | $102,966-92.0% | $90,281-90.8% | $152,861-94.6% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.4%-49.1pp |
| Annual return | 23.95% | 95.16%-71.2pp | 78.10%-54.2pp | 345.32%-321.4pp |
| Employer contribution / active EE | $341 | $3,139-89.1% | $2,854-88.0% | $4,762-92.8% |
| Participant deferral / active EE | $683 | $4,281-84.1% | $3,885-82.4% | $5,850-88.3% |
| Admin fee / account holder | $2,245 | $6,171-63.6% | $5,351-58.1% | $11,596-80.6% |