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 10-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 | $5,333 | $102,966-94.8% | $90,281-94.1% | $152,861-96.5% |
| Participation rate | 12.5% | 75.9%-63.4pp | 73.3%-60.8pp | 82.4%-69.9pp |
| Annual return | 11.20% | 95.16%-84.0pp | 78.10%-66.9pp | 345.32%-334.1pp |
| Employer contribution / active EE | $308 | $3,139-90.2% | $2,854-89.2% | $4,762-93.5% |
| Participant deferral / active EE | $308 | $4,281-92.8% | $3,885-92.1% | $5,850-94.7% |
| Admin fee / account holder | $1,857 | $6,171-69.9% | $5,351-65.3% | $11,596-84.0% |