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 7-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 | $13,278 | $157,256-91.6% | $141,162-90.6% | $152,861-91.3% |
| Participation rate | 25.0% | 84.8%-59.8pp | 82.5%-57.5pp | 82.4%-57.4pp |
| Annual return | 109.51% | 64.32%+45.2pp | 71.39%+38.1pp | 345.32%-235.8pp |
| Employer contribution / active EE | $1,200 | $5,261-77.2% | $4,735-74.7% | $4,762-74.8% |
| Participant deferral / active EE | $1,200 | $7,109-83.1% | $6,709-82.1% | $5,850-79.5% |
| Admin fee / account holder | $1,334 | $12,120-89.0% | $10,261-87.0% | $11,596-88.5% |