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 3-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 | $10,591 | $210,648-95.0% | $177,989-94.0% | $145,922-92.7% |
| Participation rate | 20.0% | 80.8%-60.8pp | 77.1%-57.1pp | 80.3%-60.3pp |
| Annual return | 14.89% | 385.86%-371.0pp | 294.48%-279.6pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,006 | $4,565-56.1% | $3,949-49.2% | $4,660-56.9% |
| Participant deferral / active EE | $100 | $6,958-98.6% | $6,276-98.4% | $6,688-98.5% |
| Admin fee / account holder | $1,513 | $12,013-87.4% | $10,363-85.4% | $13,397-88.7% |