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 | $18,342 | $81,625-77.5% | $167,512-89.1% | $74,304-75.3% |
| Participation rate | 60.4% | 60.0%+0.3pp | 77.1%-16.7pp | 60.3%0pp |
| Annual return | 14.25% | 26.09%-11.8pp | 1615.79%-1601.5pp | 29.43%-15.2pp |
| Employer contribution / active EE | $473 | $2,010-76.5% | $3,882-87.8% | $2,241-78.9% |
| Participant deferral / active EE | $1,377 | $4,115-66.5% | $6,405-78.5% | $3,767-63.4% |
| Admin fee / account holder | $1,901 | $3,474-45.3% | $9,769-80.5% | $2,969-36.0% |