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 | $28,854 | $162,781-82.3% | $133,956-78.5% | $158,922-81.8% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 20.48% | 41.94%-21.5pp | 45.09%-24.6pp | 302.83%-282.3pp |
| Employer contribution / active EE | $1,700 | $4,975-65.8% | $3,919-56.6% | $4,761-64.3% |
| Participant deferral / active EE | $1,700 | $5,911-71.2% | $5,048-66.3% | $5,982-71.6% |
| Admin fee / account holder | $9,635 | $11,736-17.9% | $8,927+7.9% | $11,246-14.3% |