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 | $16,879 | $99,985-83.1% | $146,665-88.5% | $85,850-80.3% |
| Participation rate | 62.1% | 73.1%-11.0pp | 80.1%-18.0pp | 69.3%-7.2pp |
| Annual return | 13.86% | 18.93%-5.1pp | 22.74%-8.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,424 | $2,559-44.3% | $4,136-65.6% | $2,565-44.5% |
| Participant deferral / active EE | $1,729 | $4,006-56.8% | $5,506-68.6% | $3,952-56.2% |
| Admin fee / account holder | $1,039 | $7,702-86.5% | $10,280-89.9% | $6,260-83.4% |