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 | $8,215 | $48,335-83.0% | $121,098-93.2% | $71,457-88.5% |
| Participation rate | 3.0% | 54.3%-51.2pp | 69.5%-66.4pp | 67.9%-64.9pp |
| Annual return | 17.88% | 23.32%-5.4pp | 985.75%-967.9pp | 28.85%-11.0pp |
| Employer contribution / active EE | $0 | $1,489-100.0% | $4,164-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $51 | $2,754-98.1% | $4,080-98.7% | $4,289-98.8% |
| Admin fee / account holder | $1,820 | $1,841-1.1% | $5,644-67.8% | $1,587+14.6% |