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 | $21,478 | $112,096-80.8% | $95,952-77.6% | $158,922-86.5% |
| Participation rate | 35.3% | 79.0%-43.7pp | 77.1%-41.8pp | 82.0%-46.7pp |
| Annual return | 22.40% | 171.09%-148.7pp | 91.61%-69.2pp | 302.83%-280.4pp |
| Employer contribution / active EE | $725 | $3,198-77.3% | $2,541-71.5% | $4,761-84.8% |
| Participant deferral / active EE | $941 | $4,784-80.3% | $4,167-77.4% | $5,982-84.3% |
| Admin fee / account holder | $760 | $10,130-92.5% | $6,795-88.8% | $11,246-93.2% |