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 6-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 | $22,435 | $94,625-76.3% | $116,228-80.7% | $84,808-73.5% |
| Participation rate | 25.8% | 70.4%-44.6pp | 74.6%-48.7pp | 68.3%-42.5pp |
| Annual return | 142.66% | 20.40%+122.3pp | 90.06%+52.6pp | 40.90%+101.8pp |
| Employer contribution / active EE | $710 | $2,347-69.8% | $2,994-76.3% | $2,631-73.0% |
| Participant deferral / active EE | $1,613 | $3,972-59.4% | $4,953-67.4% | $4,212-61.7% |
| Admin fee / account holder | $2,326 | $10,091-76.9% | $11,989-80.6% | $7,344-68.3% |