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 5-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 | $6,067 | $51,576-88.2% | $129,207-95.3% | $80,856-92.5% |
| Participation rate | 37.1% | 57.0%-19.8pp | 69.6%-32.5pp | 67.6%-30.5pp |
| Annual return | 21.18% | 20.81%+0.4pp | 9417.33%-9396.1pp | 35.59%-14.4pp |
| Employer contribution / active EE | $535 | $1,584-66.2% | $4,153-87.1% | $2,755-80.6% |
| Participant deferral / active EE | $710 | $2,669-73.4% | $4,168-83.0% | $4,296-83.5% |
| Admin fee / account holder | $912 | $4,305-78.8% | $7,715-88.2% | $6,918-86.8% |