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 | $14,944 | $85,766-82.6% | $136,294-89.0% | $70,131-78.7% |
| Participation rate | 56.1% | 74.2%-18.1pp | 81.9%-25.9pp | 69.5%-13.5pp |
| Annual return | 58.23% | 31.45%+26.8pp | 5155.94%-5097.7pp | 73.14%-14.9pp |
| Employer contribution / active EE | $561 | $2,966-81.1% | $4,695-88.1% | $2,342-76.1% |
| Participant deferral / active EE | $1,220 | $5,051-75.9% | $6,247-80.5% | $3,332-63.4% |
| Admin fee / account holder | $1,124 | $5,420-79.3% | $9,243-87.8% | $4,645-75.8% |