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 | $11,447 | $148,534-92.3% | $135,903-91.6% | $139,434-91.8% |
| Participation rate | 26.7% | 83.9%-57.2pp | 81.9%-55.2pp | 80.3%-53.7pp |
| Annual return | 16.49% | 79.19%-62.7pp | 68.23%-51.7pp | 372.94%-356.5pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,199 | $8,100-85.2% | $7,758-84.5% | $6,710-82.1% |
| Admin fee / account holder | $1,765 | $12,400-85.8% | $10,762-83.6% | $11,403-84.5% |