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 | $7,310 | $96,557-92.4% | $80,975-91.0% | $273,961-97.3% |
| Participation rate | 44.4% | 79.1%-34.6pp | 75.8%-31.4pp | 83.0%-38.6pp |
| Annual return | 15.37% | 15.14%+0.2pp | 17.10%-1.7pp | 41.45%-26.1pp |
| Employer contribution / active EE | $1,135 | $4,868-76.7% | $3,714-69.5% | $4,869-76.7% |
| Participant deferral / active EE | $1,267 | $6,598-80.8% | $5,696-77.8% | $5,287-76.0% |
| Admin fee / account holder | $394 | $7,492-94.7% | $5,516-92.9% | $10,132-96.1% |