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 3-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 | $6,198 | $111,754-94.5% | $103,333-94.0% | $145,922-95.8% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 13.33% | 24.77%-11.4pp | 24.88%-11.6pp | 561.29%-548.0pp |
| Employer contribution / active EE | $858 | $4,212-79.6% | $3,868-77.8% | $4,660-81.6% |
| Participant deferral / active EE | $910 | $5,619-83.8% | $5,057-82.0% | $6,688-86.4% |
| Admin fee / account holder | $349 | $9,750-96.4% | $8,355-95.8% | $13,397-97.4% |