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 | $23,082 | $202,318-88.6% | $172,739-86.6% | $152,861-84.9% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 19.74% | 1029.65%-1009.9pp | 802.84%-783.1pp | 345.32%-325.6pp |
| Employer contribution / active EE | $1,356 | $5,856-76.8% | $5,143-73.6% | $4,762-71.5% |
| Participant deferral / active EE | $2,035 | $5,948-65.8% | $5,198-60.8% | $5,850-65.2% |
| Admin fee / account holder | $429 | $17,109-97.5% | $13,954-96.9% | $11,596-96.3% |