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 | $17,828 | $99,985-82.2% | $146,665-87.8% | $85,850-79.2% |
| Participation rate | 60.0% | 73.1%-13.1pp | 80.1%-20.1pp | 69.3%-9.3pp |
| Annual return | 13.00% | 18.93%-5.9pp | 22.74%-9.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $764 | $2,559-70.1% | $4,136-81.5% | $2,565-70.2% |
| Participant deferral / active EE | $1,191 | $4,006-70.3% | $5,506-78.4% | $3,952-69.9% |
| Admin fee / account holder | $1,182 | $7,702-84.6% | $10,280-88.5% | $6,260-81.1% |