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 | $4,685 | $49,227-90.5% | $70,449-93.3% | $79,858-94.1% |
| Participation rate | 40.6% | 69.2%-28.5pp | 75.1%-34.4pp | 69.6%-29.0pp |
| Annual return | 8.91% | 30.06%-21.2pp | 109.03%-100.1pp | 31.71%-22.8pp |
| Employer contribution / active EE | $547 | $2,099-73.9% | $2,737-80.0% | $2,471-77.9% |
| Participant deferral / active EE | $805 | $2,768-70.9% | $3,709-78.3% | $3,740-78.5% |
| Admin fee / account holder | $9,083 | $2,878+215.6% | $3,845+136.2% | $5,306+71.2% |