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 | $16,878 | $153,772-89.0% | $133,980-87.4% | $273,961-93.8% |
| Participation rate | 43.8% | 88.4%-44.6pp | 87.1%-43.3pp | 83.0%-39.3pp |
| Annual return | 6.80% | 36.51%-29.7pp | 29.30%-22.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,056 | $6,958-84.8% | $6,282-83.2% | $5,287-80.0% |
| Admin fee / account holder | $704 | $11,765-94.0% | $9,324-92.4% | $10,132-93.1% |