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 | $9,450 | $118,680-92.0% | $98,907-90.4% | $158,922-94.1% |
| Participation rate | 60.0% | 77.8%-17.8pp | 76.0%-16.0pp | 82.0%-22.0pp |
| Annual return | 17.45% | 372.35%-354.9pp | 196.43%-179.0pp | 302.83%-285.4pp |
| Employer contribution / active EE | $749 | $3,333-77.5% | $2,689-72.2% | $4,761-84.3% |
| Participant deferral / active EE | $834 | $5,088-83.6% | $4,244-80.3% | $5,982-86.1% |
| Admin fee / account holder | $358 | $10,131-96.5% | $6,642-94.6% | $11,246-96.8% |