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 | $7,185 | $50,815-85.9% | $155,509-95.4% | $77,643-90.7% |
| Participation rate | 16.5% | 63.1%-46.6pp | 78.2%-61.7pp | 70.6%-54.1pp |
| Annual return | 15.47% | 34.80%-19.3pp | 64.67%-49.2pp | 31.24%-15.8pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $336 | $2,822-88.1% | $5,626-94.0% | $4,647-92.8% |
| Admin fee / account holder | $1,228 | $437+181.3% | $15,912-92.3% | $430+185.4% |