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 | $6,423 | $107,934-94.0% | $91,989-93.0% | $152,861-95.8% |
| Participation rate | 69.2% | 81.2%-11.9pp | 78.6%-9.4pp | 82.4%-13.2pp |
| Annual return | 18.52% | 89.24%-70.7pp | 69.02%-50.5pp | 345.32%-326.8pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,053 | $6,364-83.5% | $5,923-82.2% | $5,850-82.0% |
| Admin fee / account holder | $2,777 | $10,520-73.6% | $7,743-64.1% | $11,596-76.0% |