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 | $12,870 | $43,723-70.6% | $121,196-89.4% | $64,186-79.9% |
| Participation rate | 38.3% | 58.3%-20.0pp | 71.7%-33.4pp | 69.6%-31.3pp |
| Annual return | 4.31% | 68.91%-64.6pp | 16.93%-12.6pp | 7.63%-3.3pp |
| Employer contribution / active EE | $945 | $1,296-27.1% | $4,022-76.5% | $2,381-60.3% |
| Participant deferral / active EE | $258 | $2,280-88.7% | $3,344-92.3% | $3,470-92.6% |
| Admin fee / account holder | $542 | $3,501-84.5% | $5,019-89.2% | $4,888-88.9% |