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 6-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 | $5,482 | $105,181-94.8% | $159,436-96.6% | $85,850-93.6% |
| Participation rate | 58.2% | 75.8%-17.6pp | 82.8%-24.6pp | 69.3%-11.1pp |
| Annual return | 22.97% | 45.07%-22.1pp | 263.57%-240.6pp | 318.53%-295.6pp |
| Employer contribution / active EE | $1,884 | $3,318-43.2% | $4,829-61.0% | $2,565-26.5% |
| Participant deferral / active EE | $215 | $5,945-96.4% | $7,352-97.1% | $3,952-94.6% |
| Admin fee / account holder | $1,078 | $6,933-84.5% | $10,799-90.0% | $6,260-82.8% |