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 | $7,290 | $77,634-90.6% | $156,549-95.3% | $62,891-88.4% |
| Participation rate | 29.1% | 71.2%-42.1pp | 84.0%-54.9pp | 69.3%-40.2pp |
| Annual return | 77.95% | 50.32%+27.6pp | 32.23%+45.7pp | 20.14%+57.8pp |
| Employer contribution / active EE | $381 | $3,444-88.9% | $5,501-93.1% | $2,281-83.3% |
| Participant deferral / active EE | $815 | $3,045-73.2% | $4,871-83.3% | $3,203-74.5% |
| Admin fee / account holder | $643 | $5,561-88.4% | $13,027-95.1% | $4,296-85.0% |