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 | $11,969 | $68,346-82.5% | $94,646-87.4% | $75,163-84.1% |
| Participation rate | 26.1% | 76.1%-50.0pp | 80.8%-54.7pp | 67.2%-41.1pp |
| Annual return | 21.60% | 616.93%-595.3pp | 156.71%-135.1pp | 160.62%-139.0pp |
| Employer contribution / active EE | $997 | $2,701-63.1% | $3,672-72.8% | $2,670-62.6% |
| Participant deferral / active EE | $880 | $6,537-86.5% | $7,418-88.1% | $4,125-78.7% |
| Admin fee / account holder | $2,087 | $5,326-60.8% | $7,231-71.1% | $5,651-63.1% |