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 | $18,605 | $99,652-81.3% | $78,778-76.4% | $147,584-87.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 15.13% | 47.28%-32.2pp | 35.62%-20.5pp | 578.55%-563.4pp |
| Employer contribution / active EE | $313 | $2,796-88.8% | $1,986-84.2% | $4,876-93.6% |
| Participant deferral / active EE | $733 | $3,664-80.0% | $2,958-75.2% | $5,439-86.5% |
| Admin fee / account holder | $517 | $7,155-92.8% | $5,134-89.9% | $10,885-95.2% |