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 6-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 | $30,844 | $95,803-67.8% | $113,168-72.7% | $84,808-63.6% |
| Participation rate | 46.0% | 72.9%-26.8pp | 76.6%-30.5pp | 68.3%-22.3pp |
| Annual return | 20.25% | 25.00%-4.8pp | 24.27%-4.0pp | 40.90%-20.6pp |
| Employer contribution / active EE | $752 | $2,360-68.1% | $2,975-74.7% | $2,631-71.4% |
| Participant deferral / active EE | $1,351 | $4,242-68.2% | $5,107-73.5% | $4,212-67.9% |
| Admin fee / account holder | $647 | $8,989-92.8% | $12,068-94.6% | $7,344-91.2% |