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 | $10,735 | $115,882-90.7% | $100,516-89.3% | $158,922-93.2% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 11.91% | 34.79%-22.9pp | 30.89%-19.0pp | 302.83%-290.9pp |
| Employer contribution / active EE | $758 | $4,103-81.5% | $3,418-77.8% | $4,761-84.1% |
| Participant deferral / active EE | $758 | $6,674-88.6% | $6,270-87.9% | $5,982-87.3% |
| Admin fee / account holder | $377 | $10,995-96.6% | $8,081-95.3% | $11,246-96.6% |