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 | $7,264 | $69,518-89.6% | $59,878-87.9% | $135,375-94.6% |
| Participation rate | 42.1% | 77.8%-35.7pp | 74.7%-32.6pp | 82.6%-40.5pp |
| Annual return | 12.86% | 7.94%+4.9pp | 3.46%+9.4pp | 519.73%-506.9pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $290 | $4,206-93.1% | $3,402-91.5% | $5,609-94.8% |
| Admin fee / account holder | $988 | $5,734-82.8% | $3,590-72.5% | $10,827-90.9% |