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 | $10,260 | $84,233-87.8% | $170,442-94.0% | $70,131-85.4% |
| Participation rate | 15.9% | 70.8%-55.0pp | 83.6%-67.7pp | 69.5%-53.7pp |
| Annual return | 14.62% | 23.06%-8.4pp | 205.93%-191.3pp | 73.14%-58.5pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $114 | $3,086-96.3% | $4,939-97.7% | $3,332-96.6% |
| Admin fee / account holder | $598 | $5,698-89.5% | $13,880-95.7% | $4,645-87.1% |