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 6-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 | $18,102 | $209,411-91.4% | $178,490-89.9% | $158,922-88.6% |
| Participation rate | 41.7% | 86.3%-44.7pp | 81.9%-40.3pp | 82.0%-40.3pp |
| Annual return | 31.75% | 188.75%-157.0pp | 151.07%-119.3pp | 302.83%-271.1pp |
| Employer contribution / active EE | $5,772 | $5,706+1.2% | $5,011+15.2% | $4,761+21.2% |
| Participant deferral / active EE | $1,625 | $5,954-72.7% | $5,202-68.8% | $5,982-72.8% |
| Admin fee / account holder | $347 | $17,074-98.0% | $13,984-97.5% | $11,246-96.9% |