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 | $22,820 | $85,766-73.4% | $136,294-83.3% | $70,131-67.5% |
| Participation rate | 60.7% | 74.2%-13.4pp | 81.9%-21.2pp | 69.5%-8.8pp |
| Annual return | 15.21% | 31.45%-16.2pp | 5155.94%-5140.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $563 | $2,966-81.0% | $4,695-88.0% | $2,342-76.0% |
| Participant deferral / active EE | $717 | $5,051-85.8% | $6,247-88.5% | $3,332-78.5% |
| Admin fee / account holder | $404 | $5,420-92.5% | $9,243-95.6% | $4,645-91.3% |