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 7-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 | $4,040 | $37,426-89.2% | $77,482-94.8% | $79,858-94.9% |
| Participation rate | 18.9% | 41.5%-22.6pp | 54.2%-35.3pp | 69.6%-50.8pp |
| Annual return | 21.16% | 39.70%-18.5pp | 54.79%-33.6pp | 31.71%-10.6pp |
| Employer contribution / active EE | $331 | $637-47.9% | $986-66.4% | $2,471-86.6% |
| Participant deferral / active EE | $292 | $1,260-76.8% | $1,861-84.3% | $3,740-92.2% |
| Admin fee / account holder | $1,619 | $2,504-35.3% | $2,858-43.3% | $5,306-69.5% |