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 | $23,056 | $80,968-71.5% | $96,544-76.1% | $75,163-69.3% |
| Participation rate | 46.7% | 71.8%-25.1pp | 76.0%-29.3pp | 67.2%-20.5pp |
| Annual return | 16.82% | 27.06%-10.2pp | 25.84%-9.0pp | 160.62%-143.8pp |
| Employer contribution / active EE | $848 | $2,282-62.8% | $2,965-71.4% | $2,670-68.2% |
| Participant deferral / active EE | $1,696 | $3,928-56.8% | $4,851-65.0% | $4,125-58.9% |
| Admin fee / account holder | $2,323 | $6,724-65.5% | $8,252-71.9% | $5,651-58.9% |