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 9-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 | $11,215 | $85,202-86.8% | $172,739-93.5% | $72,985-84.6% |
| Participation rate | 30.2% | 70.1%-39.8pp | 82.6%-52.4pp | 69.5%-39.3pp |
| Annual return | 18.51% | 27.32%-8.8pp | 802.84%-784.3pp | 81.00%-62.5pp |
| Employer contribution / active EE | $478 | $3,324-85.6% | $5,143-90.7% | $2,440-80.4% |
| Participant deferral / active EE | $711 | $3,260-78.2% | $5,198-86.3% | $3,607-80.3% |
| Admin fee / account holder | $557 | $5,884-90.5% | $13,954-96.0% | $5,124-89.1% |