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 | $17,609 | $82,882-78.8% | $127,761-86.2% | $72,985-75.9% |
| Participation rate | 18.5% | 71.5%-53.0pp | 79.0%-60.5pp | 69.5%-51.0pp |
| Annual return | 24.35% | 32.20%-7.9pp | 26.14%-1.8pp | 81.00%-56.7pp |
| Employer contribution / active EE | $1,015 | $3,346-69.7% | $4,574-77.8% | $2,440-58.4% |
| Participant deferral / active EE | $1,636 | $4,791-65.8% | $6,021-72.8% | $3,607-54.6% |
| Admin fee / account holder | $1,306 | $6,487-79.9% | $9,395-86.1% | $5,124-74.5% |