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 | $117,009 | $495,011-76.4% | $442,409-73.6% | $357,791-67.3% |
| Participation rate | 58.3% | 88.7%-30.4pp | 88.0%-29.7pp | 85.6%-27.3pp |
| Annual return | 19.35% | 92.83%-73.5pp | 90.53%-71.2pp | 396.79%-377.4pp |
| Employer contribution / active EE | $0 | $8,270-100.0% | $7,697-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $4,562 | $7,613-40.1% | $7,555-39.6% | $5,521-17.4% |
| Admin fee / account holder | $2,667 | $60,147-95.6% | $51,603-94.8% | $28,387-90.6% |