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 | $11,540 | $226,064-94.9% | $182,532-93.7% | $152,861-92.5% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.0%-38.0pp | 82.4%-42.4pp |
| Annual return | 19.54% | 192.51%-173.0pp | 148.54%-129.0pp | 345.32%-325.8pp |
| Employer contribution / active EE | $715 | $4,978-85.6% | $4,076-82.5% | $4,762-85.0% |
| Participant deferral / active EE | $923 | $6,368-85.5% | $5,524-83.3% | $5,850-84.2% |
| Admin fee / account holder | $2,952 | $10,703-72.4% | $8,592-65.6% | $11,596-74.5% |