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 7-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 | $20,408 | $81,208-74.9% | $98,907-79.4% | $79,858-74.4% |
| Participation rate | 21.9% | 72.5%-50.6pp | 76.0%-54.1pp | 69.6%-47.8pp |
| Annual return | 15.89% | 60.99%-45.1pp | 196.43%-180.5pp | 31.71%-15.8pp |
| Employer contribution / active EE | $538 | $1,960-72.6% | $2,689-80.0% | $2,471-78.2% |
| Participant deferral / active EE | $970 | $3,265-70.3% | $4,244-77.1% | $3,740-74.1% |
| Admin fee / account holder | $6,623 | $6,013+10.1% | $6,642-0.3% | $5,306+24.8% |