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 | $5,325 | $49,791-89.3% | $78,210-93.2% | $70,131-92.4% |
| Participation rate | 13.5% | 62.3%-48.8pp | 68.7%-55.2pp | 69.5%-56.0pp |
| Annual return | 14.65% | 20.75%-6.1pp | 40.90%-26.3pp | 73.14%-58.5pp |
| Employer contribution / active EE | $0 | $1,430-100.0% | $2,034-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $249 | $2,150-88.4% | $2,823-91.2% | $3,332-92.5% |
| Admin fee / account holder | $2,397 | $3,181-24.6% | $3,758-36.2% | $4,645-48.4% |