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 | $30,919 | $100,041-69.1% | $149,718-79.3% | $70,131-55.9% |
| Participation rate | 34.4% | 83.6%-49.2pp | 87.1%-52.7pp | 69.5%-35.2pp |
| Annual return | 14.52% | 27.43%-12.9pp | 1501.63%-1487.1pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,275 | $3,662-65.2% | $5,445-76.6% | $2,342-45.6% |
| Participant deferral / active EE | $2,133 | $4,983-57.2% | $6,569-67.5% | $3,332-36.0% |
| Admin fee / account holder | $1,221 | $8,286-85.3% | $11,283-89.2% | $4,645-73.7% |