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 | $4,885 | $72,400-93.3% | $67,502-92.8% | $145,922-96.7% |
| Participation rate | 53.3% | 76.9%-23.5pp | 72.9%-19.5pp | 80.3%-26.9pp |
| Annual return | 16.57% | 7182.46%-7165.9pp | 3512.12%-3495.6pp | 561.29%-544.7pp |
| Employer contribution / active EE | $1,356 | $3,069-55.8% | $2,731-50.3% | $4,660-70.9% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $4,000-100.0% | $6,688-100.0% |
| Admin fee / account holder | $378 | $5,539-93.2% | $3,998-90.6% | $13,397-97.2% |