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 | $16,099 | $118,680-86.4% | $98,907-83.7% | $158,922-89.9% |
| Participation rate | 28.6% | 77.8%-49.3pp | 76.0%-47.5pp | 82.0%-53.4pp |
| Annual return | 11.44% | 372.35%-360.9pp | 196.43%-185.0pp | 302.83%-291.4pp |
| Employer contribution / active EE | $806 | $3,333-75.8% | $2,689-70.0% | $4,761-83.1% |
| Participant deferral / active EE | $899 | $5,088-82.3% | $4,244-78.8% | $5,982-85.0% |
| Admin fee / account holder | $8,959 | $10,131-11.6% | $6,642+34.9% | $11,246-20.3% |