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 | $12,153 | $64,348-81.1% | $90,160-86.5% | $70,131-82.7% |
| Participation rate | 16.0% | 70.4%-54.4pp | 76.9%-60.9pp | 69.5%-53.5pp |
| Annual return | 138.66% | 28.13%+110.5pp | 34.88%+103.8pp | 73.14%+65.5pp |
| Employer contribution / active EE | $395 | $2,046-80.7% | $3,318-88.1% | $2,342-83.1% |
| Participant deferral / active EE | $842 | $4,389-80.8% | $5,288-84.1% | $3,332-74.7% |
| Admin fee / account holder | $312 | $3,944-92.1% | $5,943-94.7% | $4,645-93.3% |