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 8-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 | $8,823 | $55,706-84.2% | $75,886-88.4% | $72,985-87.9% |
| Participation rate | 32.8% | 61.1%-28.4pp | 69.3%-36.5pp | 69.5%-36.7pp |
| Annual return | 17.13% | 27.59%-10.5pp | 30.76%-13.6pp | 81.00%-63.9pp |
| Employer contribution / active EE | $518 | $1,687-69.3% | $2,500-79.3% | $2,440-78.8% |
| Participant deferral / active EE | $680 | $2,634-74.2% | $3,603-81.1% | $3,607-81.2% |
| Admin fee / account holder | $339 | $3,978-91.5% | $5,418-93.7% | $5,124-93.4% |