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 | $8,856 | $107,934-91.8% | $91,989-90.4% | $152,861-94.2% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.4%-32.4pp |
| Annual return | 19.55% | 89.24%-69.7pp | 69.02%-49.5pp | 345.32%-325.8pp |
| Employer contribution / active EE | $675 | $4,210-84.0% | $3,452-80.4% | $4,762-85.8% |
| Participant deferral / active EE | $1,350 | $6,364-78.8% | $5,923-77.2% | $5,850-76.9% |
| Admin fee / account holder | $2,976 | $10,520-71.7% | $7,743-61.6% | $11,596-74.3% |