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 5-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 | $23,657 | $78,485-69.9% | $106,213-77.7% | $74,495-68.2% |
| Participation rate | 34.8% | 72.8%-38.1pp | 75.3%-40.5pp | 67.2%-32.4pp |
| Annual return | 12.68% | 15.95%-3.3pp | 116.14%-103.5pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $720 | $2,523-71.5% | $3,171-77.3% | $2,623-72.6% |
| Participant deferral / active EE | $1,311 | $4,322-69.7% | $5,016-73.9% | $4,346-69.8% |
| Admin fee / account holder | $349 | $2,232-84.4% | $11,033-96.8% | $1,942-82.0% |