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 | $14,078 | $53,127-73.5% | $86,590-83.7% | $70,131-79.9% |
| Participation rate | 11.1% | 65.3%-54.2pp | 73.5%-62.4pp | 69.5%-58.4pp |
| Annual return | 20.98% | 27.66%-6.7pp | 964.84%-943.9pp | 73.14%-52.2pp |
| Employer contribution / active EE | $535 | $2,068-74.1% | $2,839-81.1% | $2,342-77.1% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $10,849 | $3,585+202.6% | $4,906+121.2% | $4,645+133.6% |