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 8-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 | $12,254 | $157,256-92.2% | $141,162-91.3% | $152,861-92.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 25.73% | 64.32%-38.6pp | 71.39%-45.7pp | 345.32%-319.6pp |
| Employer contribution / active EE | $1,184 | $5,261-77.5% | $4,735-75.0% | $4,762-75.1% |
| Participant deferral / active EE | $2,074 | $7,109-70.8% | $6,709-69.1% | $5,850-64.6% |
| Admin fee / account holder | $1,393 | $12,120-88.5% | $10,261-86.4% | $11,596-88.0% |