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 | $5,821 | $104,907-94.5% | $84,611-93.1% | $152,861-96.2% |
| Participation rate | 38.9% | 74.8%-35.9pp | 68.2%-29.3pp | 82.4%-43.6pp |
| Annual return | 26.50% | 373.79%-347.3pp | 258.74%-232.2pp | 345.32%-318.8pp |
| Employer contribution / active EE | $641 | $3,302-80.6% | $2,652-75.8% | $4,762-86.5% |
| Participant deferral / active EE | $722 | $4,688-84.6% | $3,899-81.5% | $5,850-87.7% |
| Admin fee / account holder | $2,083 | $6,241-66.6% | $4,912-57.6% | $11,596-82.0% |