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 | $6,435 | $332,085-98.1% | $149,673-95.7% | - |
| Participation rate | 26.3% | 60.9%-34.7pp | 78.8%-52.5pp | - |
| Annual return | 7.08% | 51.04%-44.0pp | 134.42%-127.3pp | - |
| Employer contribution / active EE | $0 | $2,795-100.0% | $4,818-100.0% | - |
| Participant deferral / active EE | $240 | $2,947-91.9% | $5,680-95.8% | - |
| Admin fee / account holder | $5,160 | $47,995-89.2% | $13,210-60.9% | - |