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 | $21,181 | $101,317-79.1% | $146,958-85.6% | $74,495-71.6% |
| Participation rate | 22.9% | 75.5%-52.6pp | 82.2%-59.3pp | 67.2%-44.3pp |
| Annual return | 18.60% | 8730.91%-8712.3pp | 418.34%-399.7pp | 1364.94%-1346.3pp |
| Employer contribution / active EE | $990 | $3,810-74.0% | $4,933-79.9% | $2,623-62.3% |
| Participant deferral / active EE | $1,732 | $7,303-76.3% | $8,070-78.5% | $4,346-60.2% |
| Admin fee / account holder | $6,247 | $1,739+259.3% | $12,998-51.9% | $1,942+221.7% |