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 | $13,101 | $127,777-89.7% | $106,548-87.7% | $167,490-92.2% |
| Participation rate | 33.3% | 78.3%-44.9pp | 76.1%-42.8pp | 82.1%-48.8pp |
| Annual return | 8.53% | 33.87%-25.3pp | 26.80%-18.3pp | 478.56%-470.0pp |
| Employer contribution / active EE | $848 | $3,427-75.2% | $2,819-69.9% | $4,837-82.5% |
| Participant deferral / active EE | $938 | $5,087-81.6% | $4,398-78.7% | $6,341-85.2% |
| Admin fee / account holder | $29,823 | $11,228+165.6% | $7,407+302.6% | $12,309+142.3% |