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 | $10,164 | $64,348-84.2% | $90,160-88.7% | $70,131-85.5% |
| Participation rate | 34.6% | 70.4%-35.8pp | 76.9%-42.3pp | 69.5%-34.9pp |
| Annual return | 33.34% | 28.13%+5.2pp | 34.88%-1.5pp | 73.14%-39.8pp |
| Employer contribution / active EE | $778 | $2,046-61.9% | $3,318-76.5% | $2,342-66.8% |
| Participant deferral / active EE | $877 | $4,389-80.0% | $5,288-83.4% | $3,332-73.7% |
| Admin fee / account holder | $644 | $3,944-83.7% | $5,943-89.2% | $4,645-86.1% |