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 | $8,174 | $47,126-82.7% | $149,673-94.5% | $74,419-89.0% |
| Participation rate | 9.5% | 63.4%-53.9pp | 78.8%-69.3pp | 70.7%-61.2pp |
| Annual return | 31.31% | 22.75%+8.6pp | 134.42%-103.1pp | 34.38%-3.1pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $466 | $2,728-82.9% | $5,680-91.8% | $4,528-89.7% |
| Admin fee / account holder | $1,376 | $343+301.6% | $13,210-89.6% | $348+295.6% |