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 9-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 | $23,504 | $80,968-71.0% | $96,544-75.7% | $75,163-68.7% |
| Participation rate | 41.5% | 71.8%-30.3pp | 76.0%-34.5pp | 67.2%-25.7pp |
| Annual return | 20.38% | 27.06%-6.7pp | 25.84%-5.5pp | 160.62%-140.2pp |
| Employer contribution / active EE | $652 | $2,282-71.4% | $2,965-78.0% | $2,670-75.6% |
| Participant deferral / active EE | $952 | $3,928-75.8% | $4,851-80.4% | $4,125-76.9% |
| Admin fee / account holder | $832 | $6,724-87.6% | $8,252-89.9% | $5,651-85.3% |