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 | $11,639 | $73,515-84.2% | $62,995-81.5% | $147,584-92.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 13.70% | 175.43%-161.7pp | 87.57%-73.9pp | 578.55%-564.8pp |
| Employer contribution / active EE | $3,611 | $3,320+8.8% | $2,759+30.9% | $4,876-25.9% |
| Participant deferral / active EE | $89 | $4,185-97.9% | $3,329-97.3% | $5,439-98.4% |
| Admin fee / account holder | $1,091 | $5,953-81.7% | $3,600-69.7% | $10,885-90.0% |