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 | $7,850 | $63,346-87.6% | $92,233-91.5% | $70,131-88.8% |
| Participation rate | 50.0% | 68.7%-18.7pp | 76.5%-26.5pp | 69.5%-19.5pp |
| Annual return | 20.67% | 530.12%-509.4pp | 176.28%-155.6pp | 73.14%-52.5pp |
| Employer contribution / active EE | $701 | $2,471-71.7% | $3,679-81.0% | $2,342-70.1% |
| Participant deferral / active EE | $974 | $2,854-65.9% | $3,897-75.0% | $3,332-70.8% |
| Admin fee / account holder | $779 | $3,840-79.7% | $5,194-85.0% | $4,645-83.2% |