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 | $18,289 | $81,625-77.6% | $167,512-89.1% | $74,304-75.4% |
| Participation rate | 34.7% | 60.0%-25.3pp | 77.1%-42.4pp | 60.3%-25.7pp |
| Annual return | 24.48% | 26.09%-1.6pp | 1615.79%-1591.3pp | 29.43%-4.9pp |
| Employer contribution / active EE | $0 | $2,010-100.0% | $3,882-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,354 | $4,115-67.1% | $6,405-78.9% | $3,767-64.0% |
| Admin fee / account holder | $2,293 | $3,474-34.0% | $9,769-76.5% | $2,969-22.8% |