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 | $8,984 | $53,127-83.1% | $86,590-89.6% | $70,131-87.2% |
| Participation rate | 44.2% | 65.3%-21.1pp | 73.5%-29.3pp | 69.5%-25.3pp |
| Annual return | 13.86% | 27.66%-13.8pp | 964.84%-951.0pp | 73.14%-59.3pp |
| Employer contribution / active EE | $484 | $2,068-76.6% | $2,839-83.0% | $2,342-79.3% |
| Participant deferral / active EE | $737 | $2,696-72.7% | $3,609-79.6% | $3,332-77.9% |
| Admin fee / account holder | $3,727 | $3,585+4.0% | $4,906-24.0% | $4,645-19.8% |