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 | $30,366 | $79,171-61.6% | $102,423-70.4% | $74,495-59.2% |
| Participation rate | 42.8% | 74.8%-32.0pp | 76.5%-33.7pp | 67.2%-24.4pp |
| Annual return | 15.45% | 54.93%-39.5pp | 29.32%-13.9pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $1,130 | $2,362-52.2% | $3,023-62.6% | $2,623-56.9% |
| Participant deferral / active EE | $2,077 | $4,415-53.0% | $5,053-58.9% | $4,346-52.2% |
| Admin fee / account holder | $3,375 | $2,001+68.7% | $9,451-64.3% | $1,942+73.8% |