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 9-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 | $9,985 | $209,411-95.2% | $178,490-94.4% | $158,922-93.7% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 10.75% | 188.75%-178.0pp | 151.07%-140.3pp | 302.83%-292.1pp |
| Employer contribution / active EE | $4,840 | $5,706-15.2% | $5,011-3.4% | $4,761+1.7% |
| Participant deferral / active EE | $1,019 | $5,954-82.9% | $5,202-80.4% | $5,982-83.0% |
| Admin fee / account holder | $562 | $17,074-96.7% | $13,984-96.0% | $11,246-95.0% |