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 3-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 | $5,537 | $48,570-88.6% | $130,648-95.8% | $72,985-92.4% |
| Participation rate | 40.6% | 58.6%-17.9pp | 71.7%-31.1pp | 69.5%-28.9pp |
| Annual return | 26.32% | 38.63%-12.3pp | 1708.96%-1682.6pp | 81.00%-54.7pp |
| Employer contribution / active EE | $422 | $1,334-68.3% | $4,092-89.7% | $2,440-82.7% |
| Participant deferral / active EE | $769 | $2,384-67.8% | $3,603-78.7% | $3,607-78.7% |
| Admin fee / account holder | $513 | $3,549-85.5% | $5,464-90.6% | $5,124-90.0% |