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 | $7,787 | $85,766-90.9% | $136,294-94.3% | $70,131-88.9% |
| Participation rate | 51.7% | 74.2%-22.4pp | 81.9%-30.2pp | 69.5%-17.8pp |
| Annual return | 102.11% | 31.45%+70.7pp | 5155.94%-5053.8pp | 73.14%+29.0pp |
| Employer contribution / active EE | $2,523 | $2,966-14.9% | $4,695-46.3% | $2,342+7.7% |
| Participant deferral / active EE | $1,147 | $5,051-77.3% | $6,247-81.6% | $3,332-65.6% |
| Admin fee / account holder | $422 | $5,420-92.2% | $9,243-95.4% | $4,645-90.9% |