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 5-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 | $2,141 | $117,983-98.2% | $101,794-97.9% | $142,382-98.5% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 10.09% | 36.92%-26.8pp | 30.53%-20.4pp | 217.08%-207.0pp |
| Employer contribution / active EE | $1,357 | $2,773-51.0% | $2,289-40.7% | $4,299-68.4% |
| Participant deferral / active EE | $1,153 | $4,714-75.5% | $4,084-71.8% | $6,507-82.3% |
| Admin fee / account holder | $55,439 | $10,433+431.4% | $8,777+531.6% | $12,624+339.2% |