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 | $9,110 | $85,766-89.4% | $136,294-93.3% | $70,131-87.0% |
| Participation rate | 64.9% | 74.2%-9.3pp | 81.9%-17.1pp | 69.5%-4.7pp |
| Annual return | 14.30% | 31.45%-17.2pp | 5155.94%-5141.6pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,315 | $2,966-55.7% | $4,695-72.0% | $2,342-43.9% |
| Participant deferral / active EE | $780 | $5,051-84.6% | $6,247-87.5% | $3,332-76.6% |
| Admin fee / account holder | $719 | $5,420-86.7% | $9,243-92.2% | $4,645-84.5% |