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 | $14,711 | $85,766-82.8% | $136,294-89.2% | $70,131-79.0% |
| Participation rate | 58.8% | 74.2%-15.3pp | 81.9%-23.1pp | 69.5%-10.7pp |
| Annual return | 18.23% | 31.45%-13.2pp | 5155.94%-5137.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $1,025 | $2,966-65.5% | $4,695-78.2% | $2,342-56.3% |
| Participant deferral / active EE | $1,482 | $5,051-70.7% | $6,247-76.3% | $3,332-55.5% |
| Admin fee / account holder | $1,124 | $5,420-79.3% | $9,243-87.8% | $4,645-75.8% |