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 | $6,378 | $66,402-90.4% | $109,895-94.2% | $85,850-92.6% |
| Participation rate | 66.2% | 63.9%+2.3pp | 74.2%-8.0pp | 69.3%-3.1pp |
| Annual return | 22.44% | 19.59%+2.8pp | 29.45%-7.0pp | 318.53%-296.1pp |
| Employer contribution / active EE | $1,471 | $1,687-12.8% | $2,842-48.3% | $2,565-42.7% |
| Participant deferral / active EE | $1,000 | $2,842-64.8% | $4,048-75.3% | $3,952-74.7% |
| Admin fee / account holder | $470 | $4,557-89.7% | $6,066-92.2% | $6,260-92.5% |