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 | $28,858 | $76,050-62.1% | $96,544-70.1% | $71,457-59.6% |
| Participation rate | 68.6% | 74.4%-5.8pp | 76.0%-7.3pp | 67.9%+0.7pp |
| Annual return | 14.07% | 22.81%-8.7pp | 25.84%-11.8pp | 28.85%-14.8pp |
| Employer contribution / active EE | $1,675 | $2,244-25.4% | $2,965-43.5% | $2,588-35.3% |
| Participant deferral / active EE | $1,462 | $4,215-65.3% | $4,851-69.9% | $4,289-65.9% |
| Admin fee / account holder | $3,809 | $2,707+40.7% | $8,252-53.8% | $1,587+140.0% |