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 | $16,435 | $116,175-85.9% | $93,606-82.4% | $152,861-89.2% |
| Participation rate | 42.9% | 78.0%-35.2pp | 75.8%-33.0pp | 82.4%-39.6pp |
| Annual return | 22.30% | 35.96%-13.7pp | 32.76%-10.5pp | 345.32%-323.0pp |
| Employer contribution / active EE | $732 | $3,218-77.2% | $2,718-73.1% | $4,762-84.6% |
| Participant deferral / active EE | $954 | $4,603-79.3% | $4,069-76.5% | $5,850-83.7% |
| Admin fee / account holder | $3,259 | $10,748-69.7% | $7,888-58.7% | $11,596-71.9% |