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 | $8,878 | $152,587-94.2% | $125,175-92.9% | $152,861-94.2% |
| Participation rate | 47.4% | 83.3%-36.0pp | 79.8%-32.4pp | 82.4%-35.1pp |
| Annual return | 27.75% | 54.84%-27.1pp | 43.79%-16.0pp | 345.32%-317.6pp |
| Employer contribution / active EE | $1,564 | $4,946-68.4% | $3,865-59.5% | $4,762-67.2% |
| Participant deferral / active EE | $968 | $5,868-83.5% | $4,937-80.4% | $5,850-83.5% |
| Admin fee / account holder | $2,007 | $13,434-85.1% | $9,702-79.3% | $11,596-82.7% |