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 7-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 | $13,994 | $61,058-77.1% | $71,209-80.3% | $85,563-83.6% |
| Participation rate | 17.9% | 58.6%-40.6pp | 73.8%-55.8pp | 66.0%-48.0pp |
| Annual return | 21.05% | 100.41%-79.4pp | 282.51%-261.5pp | 31.51%-10.5pp |
| Employer contribution / active EE | $424 | $2,199-80.7% | $2,721-84.4% | $2,654-84.0% |
| Participant deferral / active EE | $596 | $3,173-81.2% | $4,175-85.7% | $4,375-86.4% |
| Admin fee / account holder | $1,358 | $855+58.9% | $5,349-74.6% | $834+62.8% |