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 | $18,407 | $227,553-91.9% | $189,557-90.3% | $167,490-89.0% |
| Participation rate | 21.7% | 82.5%-60.7pp | 78.4%-56.7pp | 82.1%-60.4pp |
| Annual return | 12.06% | 78.40%-66.3pp | 64.17%-52.1pp | 478.56%-466.5pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $492 | $7,002-93.0% | $6,174-92.0% | $6,341-92.2% |
| Admin fee / account holder | $11,370 | $11,878-4.3% | $9,807+15.9% | $12,309-7.6% |