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 | $13,577 | $92,222-85.3% | $76,768-82.3% | $135,375-90.0% |
| Participation rate | 41.7% | 79.8%-38.1pp | 77.0%-35.3pp | 82.6%-41.0pp |
| Annual return | 1.32% | 5.46%-4.1pp | 2.43%-1.1pp | 519.73%-518.4pp |
| Employer contribution / active EE | $669 | $3,216-79.2% | $2,485-73.1% | $4,779-86.0% |
| Participant deferral / active EE | $1,043 | $4,509-76.9% | $3,852-72.9% | $5,609-81.4% |
| Admin fee / account holder | $3,376 | $10,748-68.6% | $6,675-49.4% | $10,827-68.8% |