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 | $7,150 | $104,907-93.2% | $84,611-91.5% | $152,861-95.3% |
| Participation rate | 30.8% | 74.8%-44.1pp | 68.2%-37.5pp | 82.4%-51.7pp |
| Annual return | 19.46% | 373.79%-354.3pp | 258.74%-239.3pp | 345.32%-325.9pp |
| Employer contribution / active EE | $441 | $3,302-86.6% | $2,652-83.4% | $4,762-90.7% |
| Participant deferral / active EE | $526 | $4,688-88.8% | $3,899-86.5% | $5,850-91.0% |
| Admin fee / account holder | $12,794 | $6,241+105.0% | $4,912+160.5% | $11,596+10.3% |