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 | $17,034 | $78,422-78.3% | $95,952-82.2% | $79,858-78.7% |
| Participation rate | 36.3% | 73.5%-37.2pp | 77.1%-40.8pp | 69.6%-33.4pp |
| Annual return | 26.53% | 19.37%+7.2pp | 91.61%-65.1pp | 31.71%-5.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $669 | $3,440-80.6% | $4,167-83.9% | $3,740-82.1% |
| Admin fee / account holder | $349 | $5,622-93.8% | $6,795-94.9% | $5,306-93.4% |