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 | $25,258 | $86,286-70.7% | $111,297-77.3% | $85,850-70.6% |
| Participation rate | 29.7% | 73.3%-43.6pp | 77.3%-47.6pp | 69.3%-39.6pp |
| Annual return | 14.61% | 19.99%-5.4pp | 54.65%-40.0pp | 318.53%-303.9pp |
| Employer contribution / active EE | $909 | $2,043-55.5% | $2,731-66.7% | $2,565-64.6% |
| Participant deferral / active EE | $534 | $3,641-85.3% | $4,487-88.1% | $3,952-86.5% |
| Admin fee / account holder | $744 | $8,188-90.9% | $7,964-90.7% | $6,260-88.1% |