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 7-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 | $10,693 | $100,923-89.4% | $150,045-92.9% | $74,304-85.6% |
| Participation rate | 9.4% | 70.1%-60.6pp | 82.3%-72.9pp | 60.3%-50.9pp |
| Annual return | 21.24% | 51.77%-30.5pp | 62.55%-41.3pp | 29.43%-8.2pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $276 | $6,709-95.9% | $7,997-96.6% | $3,767-92.7% |
| Admin fee / account holder | $387 | $2,767-86.0% | $13,435-97.1% | $2,969-87.0% |