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 8-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 | $16,583 | $72,277-77.1% | $101,248-83.6% | $79,858-79.2% |
| Participation rate | 21.2% | 68.5%-47.2pp | 75.8%-54.6pp | 69.6%-48.4pp |
| Annual return | 33.94% | 22.30%+11.6pp | 46.47%-12.5pp | 31.71%+2.2pp |
| Employer contribution / active EE | $614 | $2,692-77.2% | $3,660-83.2% | $2,471-75.2% |
| Participant deferral / active EE | $899 | $3,282-72.6% | $4,370-79.4% | $3,740-76.0% |
| Admin fee / account holder | $989 | $4,400-77.5% | $5,945-83.4% | $5,306-81.4% |