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 | $9,667 | $61,605-84.3% | $112,229-91.4% | $75,163-87.1% |
| Participation rate | 43.2% | 61.7%-18.4pp | 72.4%-29.2pp | 67.2%-23.9pp |
| Annual return | 54.61% | 28.47%+26.1pp | 30.20%+24.4pp | 160.62%-106.0pp |
| Employer contribution / active EE | $866 | $2,015-57.0% | $3,430-74.8% | $2,670-67.6% |
| Participant deferral / active EE | $474 | $3,108-84.7% | $4,798-90.1% | $4,125-88.5% |
| Admin fee / account holder | $719 | $4,862-85.2% | $7,748-90.7% | $5,651-87.3% |