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 | $12,440 | $72,012-82.7% | $185,823-93.3% | $79,858-84.4% |
| Participation rate | 67.4% | 65.8%+1.7pp | 78.0%-10.6pp | 69.6%-2.2pp |
| Annual return | 19.43% | 23.12%-3.7pp | 35.95%-16.5pp | 31.71%-12.3pp |
| Employer contribution / active EE | $416 | $1,965-78.8% | $4,087-89.8% | $2,471-83.1% |
| Participant deferral / active EE | $831 | $3,779-78.0% | $5,632-85.2% | $3,740-77.8% |
| Admin fee / account holder | $667 | $4,513-85.2% | $9,500-93.0% | $5,306-87.4% |