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 8-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 | $8,789 | $165,335-94.7% | $149,696-94.1% | $158,922-94.5% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 18.59% | 348.15%-329.6pp | 276.60%-258.0pp | 302.83%-284.2pp |
| Employer contribution / active EE | $1,580 | $5,103-69.0% | $4,644-66.0% | $4,761-66.8% |
| Participant deferral / active EE | $1,632 | $7,181-77.3% | $6,842-76.2% | $5,982-72.7% |
| Admin fee / account holder | $2,189 | $10,807-79.7% | $9,309-76.5% | $11,246-80.5% |