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 | $8,537 | $84,233-89.9% | $170,442-95.0% | $70,131-87.8% |
| Participation rate | 33.7% | 70.8%-37.1pp | 83.6%-49.9pp | 69.5%-35.8pp |
| Annual return | 15.17% | 23.06%-7.9pp | 205.93%-190.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $299 | $3,086-90.3% | $4,939-94.0% | $3,332-91.0% |
| Admin fee / account holder | $961 | $5,698-83.1% | $13,880-93.1% | $4,645-79.3% |