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 | $13,264 | $60,165-78.0% | $74,183-82.1% | $55,167-76.0% |
| Participation rate | 45.6% | 74.2%-28.5pp | 76.6%-31.0pp | 69.0%-23.4pp |
| Annual return | 9.01% | 10.00%-1.0pp | 17.74%-8.7pp | 169.23%-160.2pp |
| Employer contribution / active EE | $667 | $1,600-58.3% | $2,370-71.8% | $1,963-66.0% |
| Participant deferral / active EE | $843 | $2,973-71.6% | $3,550-76.2% | $3,054-72.4% |
| Admin fee / account holder | $446 | $419+6.4% | $5,586-92.0% | $504-11.5% |