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 8-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 | $10,926 | $78,672-86.1% | $109,143-90.0% | $85,850-87.3% |
| Participation rate | 66.7% | 68.3%-1.6pp | 75.9%-9.2pp | 69.3%-2.6pp |
| Annual return | 13.61% | 25.09%-11.5pp | 25.75%-12.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $1,335 | $2,735-51.2% | $3,722-64.1% | $2,565-48.0% |
| Participant deferral / active EE | $920 | $3,467-73.5% | $4,653-80.2% | $3,952-76.7% |
| Admin fee / account holder | $387 | $5,469-92.9% | $6,752-94.3% | $6,260-93.8% |