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 | $11,901 | $76,000-84.3% | $154,107-92.3% | $64,186-81.5% |
| Participation rate | 13.0% | 70.4%-57.4pp | 83.0%-70.1pp | 69.6%-56.6pp |
| Annual return | 9.50% | 30.32%-20.8pp | 735.12%-725.6pp | 7.63%+1.9pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $57 | $3,175-98.2% | $5,081-98.9% | $3,470-98.4% |
| Admin fee / account holder | $2,085 | $5,596-62.7% | $13,411-84.5% | $4,888-57.3% |