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 | $10,320 | $85,766-88.0% | $136,294-92.4% | $70,131-85.3% |
| Participation rate | 28.8% | 74.2%-45.4pp | 81.9%-53.2pp | 69.5%-40.8pp |
| Annual return | 18.02% | 31.45%-13.4pp | 5155.94%-5137.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $652 | $2,966-78.0% | $4,695-86.1% | $2,342-72.2% |
| Participant deferral / active EE | $944 | $5,051-81.3% | $6,247-84.9% | $3,332-71.7% |
| Admin fee / account holder | $725 | $5,420-86.6% | $9,243-92.2% | $4,645-84.4% |