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 | $27,984 | $91,552-69.4% | $133,956-79.1% | $79,858-65.0% |
| Participation rate | 45.1% | 73.3%-28.3pp | 79.8%-34.8pp | 69.6%-24.6pp |
| Annual return | 13.89% | 61.85%-48.0pp | 45.09%-31.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,107 | $2,384-53.6% | $3,919-71.8% | $2,471-55.2% |
| Participant deferral / active EE | $1,528 | $3,733-59.1% | $5,048-69.7% | $3,740-59.1% |
| Admin fee / account holder | $4,432 | $6,321-29.9% | $8,927-50.4% | $5,306-16.5% |