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 | $18,535 | $91,538-79.8% | $129,995-85.7% | $75,163-75.3% |
| Participation rate | 51.0% | 71.4%-20.5pp | 78.5%-27.5pp | 67.2%-16.2pp |
| Annual return | 13.99% | -631.11%+645.1pp | -137.18%+151.2pp | 160.62%-146.6pp |
| Employer contribution / active EE | $769 | $2,845-73.0% | $4,320-82.2% | $2,670-71.2% |
| Participant deferral / active EE | $1,820 | $4,341-58.1% | $5,820-68.7% | $4,125-55.9% |
| Admin fee / account holder | $877 | $6,790-87.1% | $10,614-91.7% | $5,651-84.5% |