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 | $11,437 | $112,881-89.9% | $90,951-87.4% | $158,922-92.8% |
| Participation rate | 40.0% | 74.7%-34.7pp | 69.0%-29.0pp | 82.0%-42.0pp |
| Annual return | 22.07% | 215.79%-193.7pp | 134.60%-112.5pp | 302.83%-280.8pp |
| Employer contribution / active EE | $550 | $2,893-81.0% | $2,122-74.1% | $4,761-88.5% |
| Participant deferral / active EE | $916 | $4,128-77.8% | $3,373-72.8% | $5,982-84.7% |
| Admin fee / account holder | $449 | $8,041-94.4% | $5,959-92.5% | $11,246-96.0% |