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 7-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 | $15,645 | $226,064-93.1% | $182,532-91.4% | $152,861-89.8% |
| Participation rate | 14.3% | 82.5%-68.2pp | 78.0%-63.7pp | 82.4%-68.2pp |
| Annual return | 20.77% | 192.51%-171.7pp | 148.54%-127.8pp | 345.32%-324.5pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $94 | $6,368-98.5% | $5,524-98.3% | $5,850-98.4% |
| Admin fee / account holder | $1,332 | $10,703-87.6% | $8,592-84.5% | $11,596-88.5% |