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 | $19,187 | $112,096-82.9% | $95,952-80.0% | $158,922-87.9% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 12.15% | 171.09%-158.9pp | 91.61%-79.5pp | 302.83%-290.7pp |
| Employer contribution / active EE | $708 | $3,198-77.9% | $2,541-72.1% | $4,761-85.1% |
| Participant deferral / active EE | $968 | $4,784-79.8% | $4,167-76.8% | $5,982-83.8% |
| Admin fee / account holder | $3,570 | $10,130-64.8% | $6,795-47.5% | $11,246-68.3% |