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 | $18,169 | $77,503-76.6% | $100,391-81.9% | $80,856-77.5% |
| Participation rate | 61.7% | 76.9%-15.3pp | 81.5%-19.8pp | 67.6%-6.0pp |
| Annual return | 16.09% | 37.20%-21.1pp | 49.20%-33.1pp | 35.59%-19.5pp |
| Employer contribution / active EE | $745 | $2,801-73.4% | $3,942-81.1% | $2,755-72.9% |
| Participant deferral / active EE | $1,931 | $6,820-71.7% | $8,082-76.1% | $4,296-55.1% |
| Admin fee / account holder | $2,551 | $5,897-56.7% | $7,899-67.7% | $6,918-63.1% |