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 | $9,749 | $228,332-95.7% | $185,823-94.8% | $158,922-93.9% |
| Participation rate | 61.5% | 82.3%-20.8pp | 78.0%-16.5pp | 82.0%-20.4pp |
| Annual return | 11.61% | 40.80%-29.2pp | 35.95%-24.3pp | 302.83%-291.2pp |
| Employer contribution / active EE | $1,068 | $4,967-78.5% | $4,087-73.9% | $4,761-77.6% |
| Participant deferral / active EE | $1,073 | $6,415-83.3% | $5,632-81.0% | $5,982-82.1% |
| Admin fee / account holder | $1,010 | $11,864-91.5% | $9,500-89.4% | $11,246-91.0% |