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 | $29,231 | $100,041-70.8% | $149,718-80.5% | $70,131-58.3% |
| Participation rate | 10.7% | 83.6%-72.9pp | 87.1%-76.4pp | 69.5%-58.9pp |
| Annual return | 17.38% | 27.43%-10.0pp | 1501.63%-1484.2pp | 73.14%-55.8pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,296 | $4,983-74.0% | $6,569-80.3% | $3,332-61.1% |
| Admin fee / account holder | $3,900 | $8,286-52.9% | $11,283-65.4% | $4,645-16.0% |