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 | $10,177 | $159,901-93.6% | $146,958-93.1% | $145,922-93.0% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 9.95% | 98.13%-88.2pp | 418.34%-408.4pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,135 | $5,286-78.5% | $4,933-77.0% | $4,660-75.7% |
| Participant deferral / active EE | $1,272 | $8,428-84.9% | $8,070-84.2% | $6,688-81.0% |
| Admin fee / account holder | $2,544 | $15,044-83.1% | $12,998-80.4% | $13,397-81.0% |