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 7-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 | $36,064 | $122,584-70.6% | $101,794-64.6% | - |
| Participation rate | 37.4% | 55.7%-18.4pp | 69.2%-31.8pp | - |
| Annual return | 17.43% | 12.44%+5.0pp | 30.53%-13.1pp | - |
| Employer contribution / active EE | $1,143 | $779+46.8% | $2,289-50.1% | - |
| Participant deferral / active EE | $1,854 | $2,994-38.1% | $4,084-54.6% | - |
| Admin fee / account holder | $964 | $4,622-79.1% | $8,777-89.0% | - |